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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Five phases to changing unhealthy behaviors.
There are things about Social Security that might surprise you.
Lifestyle considerations in creating your retirement portfolio.
Learn a little about worldwide currency in this fun infographic
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
It's easy to let investments accumulate like old receipts in a junk drawer.
The decision whether to buy or rent a home may have long-term implications.
A special needs trust helps care for a special needs child when you’re gone.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.