Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of planning for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Important items to consider when purchasing condo insurance.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Can you keep up with your children’s mobile slang?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When should you take your Social Security benefit?
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a crash course on saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.