Strategies designed for everyone from the employer, to the self-employed individual, to the corporation.
Your personal file sharing system allows you to access your tax returns, organizers, & source documents as well as upload and deliver documents to us securely and efficiently.
Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Five phases to changing unhealthy behaviors.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Ascertaining the value of your business is important for a variety of reasons.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
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
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
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.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What is your plan for health care during retirement?
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?