Peace of Mind
In today’s world, few things come to mind when considering how to avoid risk except when considering the guarantees built into Life Insurance contracts. Insurance companies provide the peace of mind knowing that your loved ones will be well taken care of long after you’re gone, and a peace of mind knowing that you will not outlive your money.
We can help you protect your family and create a guaranteed income stream for life by evaluating your current situation along with your long-term objectives. We work closely with many of the largest and highly rated insurance companies in the world to find the best solutions for you and your family.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Bonds may outperform stocks one year only to have stocks rebound the next.
Term insurance is the simplest form of life insurance. Here's how it works.
A quick look at how federal income taxes work.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Marriage changes everything, including your insurance needs.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
How do the markets usually react to elections? Was the 2016 election any different?
What if instead of buying that vacation home, you invested the money?
There are hundreds of ETFs available. Should you invest in them?
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.