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.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Technology tips to make your next trip even better.
Here are five facts about Social Security that are important to keep in mind.
Here’s a guide to explain all the parts of Medicare.
Can you keep up with your children’s mobile slang?
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.