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.
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.
This calculator shows how inflation over the years has impacted purchasing power.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
An overview of some fundamental steps when a loved one passes.
A look at how variable rates of return impact investors over time.
Calculating your potential Social Security benefit is a three-step process.
Purchasing homeowners insurance is critical for protecting your home.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial professional about changes in your situation.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Imagine your ideal post-pandemic retirement with this animated video.
$1 million in a diversified portfolio could help finance part of your retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?