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.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Purchasing homeowners insurance is critical for protecting your home.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
How literate are you when it comes to your finances? Brush up with these five basics.
The item most homeowners forget on their home improvement project checklist is insurance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Healthy habits are one of the greatest gifts to give your child.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a quick guide to checking to see if you have unclaimed money.
There are three things to consider before dipping into retirement savings to pay for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial professional about changes in your situation.