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 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.
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.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
There are four very good reasons to start investing. Do you know what they are?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
To choose a plan, it’s important to ask yourself four key questions.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Healthy habits are one of the greatest gifts to give your child.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
What is your plan for health care during retirement?
In life it often happens that the answers to our most pressing questions are right in our own backyards.