Broker Check
Women and Retirement It May Be Time for a Financial Checkup

Understanding Today’s Financial Environment

We understand that individuals face unique challenges as they prepare for retirement. Whether you are growing your wealth or wondering how to convert the wealth you have already accumulated into an income stream that can last a lifetime, we can help. We take the mystery out of financial planning, identifying the investment strategies that best meet your needs of today and for many years to come. 

Contact Us

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

View all articles arrow

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

View all videos arrow