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, contact us regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Knowing your options when a CD matures can help you make a sound investment decision.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Agent Jane Bond is on the case, covering how bond laddering works.
Three things to consider before dipping into retirement savings to pay for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Why are 401(k) plans, annuities, and IRAs so popular?
Even low inflation rates can pose a threat to investment returns.