Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
You share your goals and dreams.
We help you plan for your future.
Our first priority is your overall financial success. 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.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The uncertainties we face in retirement can erode our sense of confidence.
Being healthy not only makes you feel good, it may also help you financially.
It's important to make sure your retirement strategy anticipates health-care expenses.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, infiltrating the world of bonds.
The decision whether to buy or rent a home may have long-term implications.
Have you explored all of your choices when it comes to managing your taxable income?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Agent Jane Bond is on the case, covering how bond laddering works.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.