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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Real Cost of a Vacation Home
What if instead of buying that home, you invested that money?
Marriage changes everything, including your insurance needs.
Term insurance is the simplest form of life insurance. Here's how it works.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, covering how bond laddering works.
A bucket plan can help you be better prepared for a comfortable retirement.