Take Control of Your Financial Future
We help our clients address their most pressing financial concerns, from saving for retirement to leaving a lasting legacy, in a comfortable, convenient, and caring way. We are our clients’ personal CFO, life coach, counselor, and friend. When you work with us, you’re part of the family.View our Services
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Without your knowing, your investment portfolio could be off-kilter.
Even if you’re young and single, you should still consider protecting yourself.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Here are 5 reason why you may consider working through retirement.
Lifestyle considerations in creating your retirement portfolio.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
$1 million in a diversified portfolio could help finance part of your retirement.
A couple become Retirement Plan Detectives, searching records from old employers.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a crash course on saving for college.