Guidance, support and services tailored to your specific situation.
Today’s economic environment presents many challenges for the individual investor. But along with these challenges comes opportunities and potential rewards from working with a financial adviser.
Whether facing higher education costs, planning for retirement, concerned about preserving and/or growing your assets, — or just looking to better understand certain investment ideas — we address these and other pressing money questions.
As financial advisers, our mission is the overall success in progressing toward our client's financial goals. To do so we must keep current with their personal situation, their dreams and goals. An adviser/client relationship that encourages open and regular communication is the cornerstone of achieving long-term success.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
It may help your business be better prepared in the event of the death of a principal or key employee.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Bonds may outperform stocks one year only to have stocks rebound the next.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
There are a few things to consider when buying or leasing your next vehicle.
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?