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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How Income Taxes Work
A quick look at how federal income taxes work.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retirees traveling abroad need to know that their health insurance travels with them.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
It's important to understand how inflation is reported and how it can affect investments.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A few strategies that may help you prepare for the cost of higher education.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, cracking the code on bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When markets shift, experienced investors stick to their strategy.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.