Education Center

As you prepare for our initial meeting, consider the topics discussed in these brief summaries and how they relate to your long- and short-term financial goals.

Making Your Retirement Everything You Dreamed It Would Be

Imagine waking up on your first day of retirement. What will you do all day? Play golf? Romp with the grandkids? Go sailing or take a trip? You'll need a plan to turn your dreams into reality. On that first morning, you'll want to awaken to a retirement lifestyle that is as comfortable, or more, as when you were at the peak of your career.

Right now is a great time to start thinking about your ideal retirement lifestyle. It's likely you will be retired longer than those who are retired today. Putting aside more today can help you live comfortably during a longer retirement.

Planning a Legacy for Loved Ones

After decades of working hard, saving, and investing, it's common to want to share what you've accumulated with those around you. If you are one of millions of Americans who are concerned about leaving something to family members or a favorite charity, now is the time to begin planning your legacy. Employing the appropriate giving strategies now may help increase the value of your gifts both to yourself and your intended heirs.

Educating Your Children and Grandchildren

If you have children or grandchildren and you want them to attend college, the first day of classes will be here sooner than you expected. When that day comes, you'll likely face one of two scenarios. It could be that you'll wave good-bye as your child's car pulls out of the driveway packed with school supplies and dorm furniture, knowing that you've planned well for the expenses — expected or otherwise — that the next four years are certain to bring.