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
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
U.S. Personal Savings Rate
What can be learned from the savings rate?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
It's important to understand the pros and cons when considering a prepaid debit card.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Simple steps may help you foil hackers and protect your privacy.
Being healthy not only makes you feel good, it may also help you financially.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
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.
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.
The importance of life insurance, how it works, and how much coverage you need.
Making the most of surprises is a great reason to work with us.
Around the country, attitudes about retirement are shifting.
What if instead of buying that vacation home, you invested the money?
Even low inflation rates can pose a threat to investment returns.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.