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.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
It's important to understand the pros and cons when considering a prepaid debit card.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What kind of auto insurance should you have? Do you know?
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
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 will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
What does your home really cost?
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How do the markets usually react to elections? Was the 2016 election any different?