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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding the value of a home warranty.
What kind of auto insurance should you have? Do you know?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Using smart management to get more of what you want and free up assets to invest.
That big list of dreams and goals isn't the only way to look at your bucket list.
How do the markets usually react to elections? Was the 2016 election any different?
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, cracking the code on bonds.
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?”