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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Beware of these traps that could upend your retirement.
There are common mistakes you can avoid when saving for retirement.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Why are 401(k) plans, annuities, and IRAs so popular?
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.
Agent Jane Bond is on the case, cracking the code on bonds.