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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The uncertainties we face in retirement can erode our sense of confidence.
This worksheet can help you estimate the costs of a four-year college program.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
It may help your business be better prepared in the event of the death of a principal or key employee.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
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 portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are a few things to consider when buying or leasing your next vehicle.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The average retirement lasts for 18 years. Are you prepared to fill that many days?