Here we provide you with additional resources to assist you with managing your financial future.
Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.
We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.
We hope you find this site useful and look forward to a long, continued relationship.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Don't let procrastination keep you from pursuing your financial dreams and goals.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Calculating your potential Social Security benefit is a three-step process.
How long does a $20 bill last?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Recent changes in estate tax laws could affect the strategy you have in place.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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.
Making the most of surprises is a great reason to work with us.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.