Comprehensive services for financial and estate planning, wealth management and insurance planning.Learn More
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Your money is too important to set it and leave it. Many times we find various investment and insurance products that have been collected over time with no clear purpose.Learn More
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Understanding the value of a home warranty.
In the face of divorce, making changes to insurance coverage may be overlooked.
Do your insurance needs stay the same when the nest empties?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
For homeowners who think their property taxes are too high, there are ways to appeal.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, cracking the code on bonds.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What are your options for investing in emerging markets?