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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Important items to consider when purchasing condo insurance.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Your credit score may influence how much you pay for auto and home insurance.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Make your retirement as exciting as your next vacation.