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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Money Draining Food Myths
These food myths will really put a drain on your wallet.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The tax rules that govern donating art are complex and confusing. Take a closer look.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Retirees traveling abroad need to know that their health insurance travels with them.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
For homeowners who think their property taxes are too high, there are ways to appeal.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
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
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.
What if instead of buying that vacation home, you invested the money?
Investors seeking world investments can choose between global and international funds. What's the difference?
Even low inflation rates can pose a threat to investment returns.
There are a few things to consider when buying or leasing your next vehicle.