For over 20 years, we have found that successful planning is founded on putting our clients’ best interests first. From there, everything else falls into place. By keeping your objectives at the heart of our process, we strive to empower you in all chapters of your financial life. Planning is the key to your future.
Fail to Plan, Plan to Fail
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Important items to consider when purchasing condo insurance.
Life insurance proceeds are generally tax-free. But not in all cases.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you have causes that you want to support with donations? Here are three tips.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are hundreds of ETFs available. Should you invest in them?
You’ve made investments your whole life. Work with us to help make the most of them.