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No speculation or guessing. Decisions are made on extensive research and analysis for college, retirement, estate, Social Security, asset allocation and insurance needs analysis.Learn More
We offer access to broad non-proprietary investment platforms, providing choice and objectivity in addressing the simplest to the most complex investment needs.Learn More
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
There are common mistakes you can avoid when saving for retirement.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here are 5 reason why you may consider working through retirement.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.