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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
In this article, explore the benefits of the Federal Student Grant Program.
Get ready to enjoy America’s national park system with this helpful article.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Do your insurance needs stay the same when the nest empties?
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial professional about changes in your situation.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Even low inflation rates can pose a threat to investment returns.