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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Making the most of surprises is a great reason to work with us.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
As our nation ages, many Americans are turning their attention to caring for aging parents.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
With alternative investments, it’s critical to sort through the complexity.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How do the markets usually react to elections? Was the 2016 election any different?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.