Today is the Beginning of your Future … Plan Ahead
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.
If you would like additional information about our services, please don't hesitate to call or e-mail our office. We welcome the opportunity to speak with you in person, learn more about your financial concerns and share with you our approach to financial planning.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How to help determine life insurance needs to provide for your family after you pass away.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
Recent changes in estate tax laws could affect the strategy you have in place.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.