Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who invest the time and thought into planning for the future. It can seem like a daunting task when you are tackling the process, especially when so many factors are constantly changing. You do not need to tackle it alone.
We are here to work with you to make sure all the pieces of your financial life work together like a well-oiled machine, guiding you to get from where you are now to where you want to be.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. We hope they are helpful. However, they are only tools. Ultimately, they can never replace the type of financial planning that we practice--planning personalized for you by people who take the time to learn about your personal situation, including your dreams and goals, fears and apprehensions.
We know you are more than inputs plugged into a computer algorithm. You are a unique individual. Your specific situation requires solutions tailored for you.
We chose to become financial planners because we enjoy helping people. Let us know if we can help you.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Beware of these traps that could upend your retirement.
Gaining a better understanding of municipal bonds makes more sense than ever.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
How to help determine life insurance needs to provide for your family after you pass away.
Why have the markets been so volatile recently?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know how to set up your financial goals for success? This knight does.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, cracking the code on bonds.