Understanding Your Financial Environment
You face unique challenges as you and your business grow and evolve. Taking the mystery out of preparing for today and tomorrow allows you to enjoy the journey toward reaching your goals rather than dread the uncertainties. By gaining insight into your individual situation, we make sense of complex financial situations and create solutions that will empower you to move confidently into the future.Contact Us
A Team Approach
Using a team approach provides a broad perspective of solutions to help you reach your goals.Learn More
In The Know
Staying current and connected to resources allows you to experience confidence in your financial decisions.Learn More
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Currency has been around for a long time. Here’s a quick history lesson.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This worksheet can help you estimate the costs of a four-year college program.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
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.
Here are five facts about Social Security that might surprise you.
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Savvy investors take the time to separate emotion from fact.
There are a few things to consider when buying or leasing your next vehicle.