Combining more than 46 years of investment experience in money management, retirement planning and estate analysis we strive to become your “CHIEF FINANCIAL OFFICER.” Our interest is in your total financial picture and how all of the moving “parts” affect each other.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Second marriages are a trigger event to revisit any existing estate strategies.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
To choose a plan, it’s important to ask yourself four key questions.
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here is a quick history of the Federal Reserve and an overview of what it does.