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.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Without your knowing, your investment portfolio could be off-kilter.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Making the most of surprises is a great reason to work with us.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
You’ve made investments your whole life. Work with us to help make the most of them.