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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards.  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.

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Helpful Content

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

 

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

When Markets React

When markets shift, experienced investors stick to their strategy.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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