Gaining Financial Freedom
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. We understand the concerns many investors have today about the market and we will help identify strategies to calm those concerns.
Our firms main priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about particular investment concepts or products. We look forward to showing you the capabilites of our firm.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
When to start? Should I continue to work? How can I maximize my benefit?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When should you take your Social Security benefit?