203 E. Jefferson Street Valparaiso, IN 46383
TEL: 1(800) 535-8099
Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit.
A look at the new retirement contribution limits from the IRS.
Do you understand these common mobile slang terms?
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Steps to help you sustain and grow your retirement savings.
A windfall from a loved one can be both rewarding and complicated.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Help your clients with these practical steps to make the most of their six-figure income.
At what point can you call a personal vehicle commercial?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate potential long-term care costs and what coverage may help address them.
Estimate total wedding costs and see how different choices affect your overall budget.
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Estimate how much of your Social Security benefit may be subject to federal income tax.
Calculate your required minimum distribution amount based on your account balance and age.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?
Why are 401(k) plans, annuities, and IRAs so popular?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
