What We Do
Our mission is to help our clients discover true wealth: all that money can't buy and death can't take away.Learn More
By coordinating all aspects of your financial life we can help you make smart financial decisions.Learn More
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Even if you’re young and single, you should still consider protecting yourself.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What does your home really cost?
The market is as unpredictable as the weather. We’d love to help you prepare.
How do the markets usually react to elections? Was the 2016 election any different?
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.