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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The federal government requires deceased individuals to file a final income tax return.
How literate are you when it comes to your finances? Brush up with these five basics.
Life insurance proceeds are generally tax-free. But not in all cases.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
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.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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
You’ve made investments your whole life. Work with us to help make the most of them.
The decision whether to buy or rent a home may have long-term implications.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, cracking the code on bonds.