Our first priority is helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding questions you may have about any particular investment concepts or products. Long-term relationships that encourage open and hones communication have been the cornerstone and foundation of our business.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Your credit score may influence how much you pay for auto and home insurance.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Here are six flags that may make your tax return prime for an IRS audit.
Earnings season can move markets. What is it and why is it important?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here’s a quick guide to checking to see if you have unclaimed money.