Welcome To Our Web Site!
Here you will find a wealth of information to help you with your investment and financial needs. Browse our Newsletters, Research Articles and sample our Financial Calculators. Our tools can help supplement the services that we provide in an "Easy to Access" way.
Should you have questions,use the "Contact Us" form to send us a message.....
.....And don't forget to tell your friends about us!
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What kind of auto insurance should you have? Do you know?
Tips to avoid checking in luggage on your next vacation.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Second marriages are a trigger event to revisit any existing estate strategies.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Making the most of surprises is a great reason to work with us.
Smart investors take the time to separate emotion from fact.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.