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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are four very good reasons to start investing. Do you know what they are?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Around the country, attitudes about retirement are shifting.