About Us
From our affiliates and associates to our services, location, and event calendar, you'll get to know who we are on a professional and personal level.

  

Financial Services
From financial planning and insurance protection to tax solutions and preparation, take a look at all we have to offer. 

Client Center
Here you'll find several ways to access your accounts, statements, eMoney Wealth Management Solutions Center, and 401(K)oach™ Resources. 

  

Interactive Resources
Here you'll find links to our web-based monthly financial webcasts, current presentations, and interactive experiences.

Merchant Mariners Resources
Here you'll find a wealth of information and tools specifically engineered and gathered for the maritime professional.

  

Tell A Friend
A referral to your friends and family is a much appreciated compliment.  We would love the opportunity to speak with them!

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

More Newsletters →