Our first priority is your helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, feel free to send us a note regarding any questions you may have about any particular investment concepts or products. We will get back to you quickly with a thoughtful answer.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A look inside the U.S. government's statistics on household net worth.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
In the face of divorce, making changes to insurance coverage may be overlooked.
There’s a link between debt and stress.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Around the country, attitudes about retirement are shifting.
How will you weather the ups and downs of the business cycle?
The market is as unpredictable as the weather. We’d love to help you prepare.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What if instead of buying that vacation home, you invested the money?