One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.Read More
We aren't tied to products or services from a single company or family of companies but are free find those products and services that may be most appropriate for our clients.Read More
We understand today’s financial environment. We understand that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.Read More
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The federal government requires deceased individuals to file a final income tax return.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Probate can be a completely public process, or it can be managed to include as little information as possible.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, cracking the code on bonds.
Here is a quick history of the Federal Reserve and an overview of what it does.
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?
There are three things to consider before dipping into retirement savings to pay for college.