Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our team of professionals have many decades of experience in comprehensive wealth management. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Good employee health can be great for the company’s bottom line.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It’s never a bad time to speak with your financial advisor about changes in your situation.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, cracking the code on bonds.
Would you guess that Millennials are effectively saving for retirement? Well, they are.