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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The tax rules that govern donating art are complex and confusing. Take a closer look.
It may help your business be better prepared in the event of the death of a principal or key employee.
There are things about Social Security that might surprise you.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate conservation is too important to put off. Do you have a smart exit strategy?