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A Successful Tomorrow is Planned Today
Wealth management is more than just managing your investment portfolio. It’s an alignment of personal, emotional and financial decisions that allow you to take care of the important things in life. We serve as a trusted partner to individuals, families and businesses by providing proven, unbiased and independent guidance and solutions.Contact Us
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What does the Tax Reform and Jobs Act mean for you?
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
What is your plan for health care during retirement?
For women, retirement strategy is a long race. It’s helpful to know the route.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, cracking the code on bonds.
If you died, what would happen to your email archives, social profiles and online accounts?
How does your ideal retirement differ from reality, and what can we do to better align the two?