Individual & Employer
"Navigating new choices
to meet your needs"
"Partnering with your fiduciary to help
your employees prepare for retirement"
Wealth Management &
Business Owner Strategies
"Guiding you through choices to help
you and your family plan for the future"
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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 should be saving for college.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
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.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
Recent changes in estate tax laws could affect the strategy you have in place.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.