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Plan for the Future, LIVE IN THE NOW
You have goals for your financial future and we have a long history of providing the kind of objective, professional, and uncompromising advice that seeks to help you get there. But we also believe in helping you enjoy yourself along the way. And if you don’t know where “there” is, we can help with that too.Contact Us
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Understanding how capital gains are taxed may help you refine your investment strategies.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
There are ways to improve your physical fitness without denting your fiscal fitness.
Do your insurance needs stay the same when the nest empties?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?