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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
For homeowners who think their property taxes are too high, there are ways to appeal.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
For women, retirement strategy is a long race. It’s helpful to know the route.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.
How does your ideal retirement differ from reality, and what can we do to better align the two?