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.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here are five facts about Social Security that are important to keep in mind.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Have you explored all your options when it comes to managing your taxable income?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Are you ready for retirement? Here are five words you should consider.