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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.
What if instead of buying that vacation home, you invested the money?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here is a quick history of the Federal Reserve and an overview of what it does.