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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Even low inflation rates over an extended period of time can impact your finances in retirement.
An increasing number have been developed to help individuals with their personal finances.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Here are 5 reason why you may consider working through retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial advisor about changes in your situation.
For women, retirement strategy is a long race. It’s helpful to know the route.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
With alternative investments, it’s critical to sort through the complexity.
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.