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.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How Income Taxes Work
A quick look at how federal income taxes work.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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 how a stock works is key to understanding your investments.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making the most of surprises is a great reason to work with us.
That big list of dreams and goals isn't the only way to look at your bucket list.
$1 million in a diversified portfolio could help finance part of your retirement.
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.