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.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Around the country, attitudes about retirement are shifting.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Protect yourself against the damage that your homeowners policy doesn’t cover.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Tips on insuring your teen driver.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
When do you need a will? The answer is easy: Right Now.
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.