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, responsible for your company's benefit plan—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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
What’s the deal with your yearly free credit report?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Military families face unique challenges, making personal finance even more critical.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
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.
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
How do the markets usually react to elections? Was the 2016 election any different?
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, cracking the code on bonds.
In life it often happens that the answers to our most pressing questions are right in our own backyards.