Your Financial Future
Today’s economic environment presents many challenges. Along with those challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you are 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.
This website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. Please take advantage of it. As you peruse the website, please send us a note regarding any questions you may have about any particular investment concept(s) or product(s). We’ll get back to you in our usual timely fashion with well-thought-out answers. We are looking forward to knowing that you took the right actions today to prepare your family and loved ones for a better future.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Healthy habits are one of the greatest gifts to give your child.
At what point can you call a personal vehicle commercial?
The tax rules that govern donating art are complex and confusing. Take a closer look.
When to start? Should I continue to work? How can I maximize my benefit?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are a few things to consider when buying or leasing your next vehicle.
Peer-to-peer payment apps are one of the newest ways to send money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a crash course on saving for college.
There are three things to consider before dipping into retirement savings to pay for college.