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Doug Thomas

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When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.

Helpful Content

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Money Myth: You Can’t Bounce Back from Retirement Setbacks

Money Myth: You Can’t Bounce Back from Retirement Setbacks

Learn how to plan for inflation, make up for lost time and adjust retirement savings goals as you approach the next chapter.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Are You in the “Sandwich Generation?"

Are you part of the "sandwich generation" that's raising your kids and caring for your parents? These insights are for you.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

How Families Can Build a Financially Informed Legacy

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

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Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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