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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Here are 4 great, and sometimes unexpected, places to raise a family.
What kind of auto insurance should you have? Do you know?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
An increasing number have been developed to help individuals with their personal finances.
Five phases to changing unhealthy behaviors.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Do you know how to set up your financial goals for success? This knight does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?