About Us
It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you. Their partnership becomes even more important during periods of life transition—particularly retirement. That's because you may be retiring from work.
Emoney Advisor Video
Helpful Content
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
An Arm and a Leg
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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
View all articles 
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
View all calculators
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.