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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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.
A quick look at how federal income taxes work.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This article may help you maximize the benefits of your donation for your chosen charity.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial professional about changes in your situation.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What are your options for investing in emerging markets?
Smart investors take the time to separate emotion from fact.
If you died, what would happen to your email archives, social profiles and online accounts?
Making the most of surprises is a great reason to work with us.