Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
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 are the cornerstone of a successful financial plan.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Don’t overlook the need for renter’s insurance if you rent your home.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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.
When to start? Should I continue to work? How can I maximize my benefit?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
When markets shift, experienced investors stick to their strategy.
There are a few things to consider when buying or leasing your next vehicle.
For women, retirement strategy is a long race. It’s helpful to know the route.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.