Take Control of 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—looking to better understand certain investment ideas—or searching for ways to protect your family or estate through life insurance or long term care insurance, 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 what is most important to you, 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 and insurance solutions or concepts. We’ll get back to you quickly with a thoughtful answer.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Taking regular, periodic withdrawals during retirement can be quite problematic.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
There’s a link between debt and stress.
Second marriages are a trigger event to revisit any existing estate strategies.
How long does a $20 bill last?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.