Our goal is to provide clients honest advice, ongoing education, and caring relationships.Learn More
We believe that when you treat people the way you want to be treated, you never go wrong.Learn More
Our experience and commitment to ongoing education helps us create innovative strategies.Learn More
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here are five facts about Social Security that are important to keep in mind.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
There are four very good reasons to start investing. Do you know what they are?
Five phases to changing unhealthy behaviors.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Agent Jane Bond is on the case, infiltrating the world of bonds.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.