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.
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 have been the cornerstone of our foundation of success.
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 any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
How Income Taxes Work
A quick look at how federal income taxes work.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
When considering life insurance, it's important to understand your options.
This checklist can give you a quick snapshot of how prepared you are.
There are common mistakes you can avoid when saving for retirement.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Here are 4 great, and sometimes unexpected, places to raise a family.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here’s a quick guide to checking to see if you have unclaimed money.
Smart investors take the time to separate emotion from fact.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.