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"
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Here’s a guide to explain all the parts of Medicare.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Even if you’re young and single, you should still consider protecting yourself.
Your credit score may influence how much you pay for auto and home insurance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Making the most of surprises is a great reason to work with us.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.
Recent changes in estate tax laws could affect the strategy you have in place.