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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Purchasing homeowners insurance is critical for protecting your home.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Being healthy not only makes you feel good, it may also help you financially.
Learn when it may not make sense to file a claim on your home insurance.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
You’ve made investments your whole life. Work with us to help make the most of them.