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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
How does your ideal retirement differ from reality, and what can we do to better align the two?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Currency has been around for a long time. Here’s a quick history lesson.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Bucket lists don’t have to be for tomorrow.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Investors seeking world investments can choose between global and international funds. What's the difference?