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
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Use this handy calendar to remember the year’s most important financial dates.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Retirement choices can be intimidating. Picking the right strategy.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When should you take your Social Security benefit?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
This video discusses issues related to your retirement accounts when you move on from your job.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.