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—our goal is to 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.
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.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
However exciting retiring abroad may sound, it deserves considerable planning.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Ascertaining the value of your business is important for a variety of reasons.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Your credit score may influence how much you pay for auto and home insurance.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
Why are 401(k) plans, annuities, and IRAs so popular?
Taking your Social Security benefits at the right time may help maximize your benefit.
It's easy to let investments accumulate like old receipts in a junk drawer.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?