Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
For homeowners who think their property taxes are too high, there are ways to appeal.
A change in your mindset during retirement may drive changes to your portfolio.
It's important to make sure your retirement strategy anticipates health-care expenses.
Learn when it may not make sense to file a claim on your home insurance.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
A letter of instruction provides additional and more personal information regarding your estate.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know these three personal finance sayings?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the world of finance, the effects of the "confidence gap" can be especially apparent.