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.
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Tips on insuring your teen driver.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Looking ahead can help you conquer these unique obstacles.
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Calculate your required minimum distribution amount based on your account balance and age.
See how the purchasing power of a dollar has changed over time due to inflation.
Work backwards from your savings goal to find the rate of return you'd need to get there.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Bucket lists don’t have to be for tomorrow.
Here are five facts about Social Security that might surprise you.
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
What if instead of buying that vacation home, you invested the money?
