Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. 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 our foundation of success.
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The federal government requires deceased individuals to file a final income tax return.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
For homeowners who think their property taxes are too high, there are ways to appeal.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A bucket plan can help you be better prepared for a comfortable retirement.
Here’s a quick guide to checking to see if you have unclaimed money.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What does your home really cost?