For Generations to Come
From accumulating to preserving to transferring your wealth, we're here for you and your family today, tomorrow, and the next generations.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.