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We hope you find what you are looking for among the newsletter articles, calculators, and research reports here on the site.
Our aim is that your visit will help you understand the opportunities and potential rewards that are available when you take action concerning your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Being healthy not only makes you feel good, it may also help you financially.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
Are you ready for retirement? Here are five words you should consider.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.