Understanding Today’s Financial Environment
Welcome to our website. We know how complex today's financial world is. We understand that individuals face unique challenges when it comes to making financial decisions. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives. By providing comprehensive financial planning, we can help you make the right financial decisions.
Our professionals have years of experience in financial planning. We can help you address your needs for today and for many years to come. We look forward to working with you through all stages of your life. Please call (501) 358-3994 to schedule an appointment to see how we can help you.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
It's important to make sure your retirement strategy anticipates health-care expenses.
Is your estate in order? This short quiz may help you assess your overall strategy.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.