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.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Calculate your required minimum distribution amount based on your account balance and age.
Estimate the potential monthly income your IRA balance could generate in retirement.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
It sounds simple, but paying yourself first can really pay off.
Understanding the economy's cycles can help put current business conditions in better perspective.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Calculate the dividend yield of a holding and see what that means for income over time.
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Estimate your potential federal capital gains tax liability on the sale of an asset.
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Compare Roth and traditional 401(k) options to see which may work better for your situation.
See how long your current savings might last if a disability interrupted your income.
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Pundits say a lot of things about the markets. Let's see if you can keep up.
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.
Here is a quick history of the Federal Reserve and an overview of what it does.
Learn about what risk tolerance really means in this helpful and insightful video.
Learn how to harness the power of compound interest for your investments.
