With this website, we provide you with additional resources to assist you with managing your financial future.
Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.
We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.
We hope you find this website useful and looking forward to a long, continued relationship.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Retirees traveling abroad need to know that their health insurance travels with them.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A bucket plan can help you be better prepared for a comfortable retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.