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.
The market is as unpredictable as the weather. We’d love to help you prepare.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Understanding how capital gains are taxed may help you refine your investment strategies.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Calculating your potential Social Security benefit is a three-step process.
Is your estate in order? This short quiz may help you assess your overall strategy.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Make your retirement as exciting as your next vacation.
Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, cracking the code on bonds.