Helping To Bring Your Financial Goals Within Reach.
Welcome to our Website
We hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
The market is as unpredictable as the weather. We’d love to help you prepare.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The item most homeowners forget on their home improvement project checklist is insurance.
Taking regular, periodic withdrawals during retirement can be quite problematic.
What can be learned from the savings rate?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.