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.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
For many, retirement includes contributing their time and talents to an organization in need.
Here are some simple and inexpensive energy-saving tips that may help you save money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
In the face of divorce, making changes to insurance coverage may be overlooked.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A bucket plan can help you be better prepared for a comfortable retirement.
With alternative investments, it’s critical to sort through the complexity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.