Your Partner for Life's Financial Journey
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
We can help you create a financial roadmap to help guide you today, tomorrow, and into retirement.Learn More
We strive to educate our clients and help them understand investing, insurance, wealth management, and estate planning.Learn More
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Do your insurance needs stay the same when the nest empties?
Your credit score may influence how much you pay for auto and home insurance.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Simple steps may help you foil hackers and protect your privacy.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
When do you need a will? The answer is easy: Right Now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.