Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re 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 independence. 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.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Bonds may outperform stocks one year only to have stocks rebound the next.
For homeowners who think their property taxes are too high, there are ways to appeal.
Do you have an estate strategy? You should.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?