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 facing retirement—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 products. We’ll get back to you quickly with a thoughtful answer.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Building Your Legacy
A four-step framework for building a personal legacy.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A quick look at how federal income taxes work.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A special needs trust helps care for a special needs child when you’re gone.
A bucket plan can help you be better prepared for a comfortable retirement.
How will you weather the ups and downs of the business cycle?
What is your plan for health care during retirement?
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.