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 just starting out with your career & family, facing retirement, looking at establishing your estate—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 what may be appropriate for your specific situation. We'll get back to you quickly with a thoughtful answer.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
As our nation ages, many Americans are turning their attention to caring for aging parents.
For some, the social impact of investing is just as important as the return, perhaps more important.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
When it comes to generational differences, knowing the facts can be difficult.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that vacation home, you invested the money?
When do you need a will? The answer is easy: Right Now.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.