Our comprehensive Financial Planning process provides solutions to the key issues successful individuals and families are likely to encounter while pursuing their unique financial goals.Learn More
Our disciplined approach to portfolio management focuses on short-term and milestone goals, personal risk tolerance as well as your lifestyle preferences. Active monitoring aims for wealth preservation and growth through ever changing market conditions.Learn More
Expertise and analysis to guide you through complex and unfamiliar territory. We help you understand the financial implications of divorce, make smart divorce settlement decisions, and develop workable financial scenarios for life after divorce.Learn More
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Best Apps in Travel
Technology tips to make your next trip even better.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Understanding how a stock works is key to understanding your investments.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
With alternative investments, it’s critical to sort through the complexity.
All about how missing the best market days (or the worst!) might affect your portfolio.
2018 could be shaping up to be an interesting year.
Here’s a quick guide to checking to see if you have unclaimed money.
Understanding the cycle of investing may help you avoid easy pitfalls.