Serving Our Clients
Whether you are building wealth, transitioning into retirement, or planning for your business, our objective is to provide wise counsel, establishing a long-term relationship built and earned on the solid foundation of trust.Learn more
Business owners and professionals face special financial concerns. We offer qualified professional assistance to pursue your objectives.Learn more
Continuing Professional Education
In all of our workshops, we strive to deliver significant value for all participants. In our public workshops on Social Security, the economy and capital markets, retirement planning, and other topics, we can provide CPE for CPAs and PHRs in attendance.Learn more
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
An inside look at how marginal income tax brackets work.
If you find it hard to attain personal life goals, there’s an app for that!
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.