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, 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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
However exciting retiring abroad may sound, it deserves considerable planning.
To choose a plan, it’s important to ask yourself four key questions.
The true cost of raising a child may be far more than you expect.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
It's important to understand how inflation is reported and how it can affect investments.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
If you died, what would happen to your email archives, social profiles and online accounts?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.