Understanding Today's Financial Environment
Welcome, we're a financial organization in Jefferson City, Missouri. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
9 Facts About Social Security
There are things about Social Security that might surprise you.
A look at how variable rates of return impact investors over time.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
How to help determine life insurance needs to provide for your family after you pass away.
Protect yourself against the damage that your homeowners policy doesn’t cover.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Ascertaining the value of your business is important for a variety of reasons.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Check out this video to begin separating fact from fiction.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here are five facts about Social Security that might surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.