Understanding Today’s Financial Environment
We provide customized strategies for financial paths. We help guide our clients toward a desired balance of investment income with an acceptable level of risk by using proper asset allocation. We have the advantage of having a knowledge base to pull from to give our clients up-to-date, intelligent advice when it is critically needed. We utilize our access to critical independent research to help us track US financial markets as well as international markets. In addition, we use software that helps us to analyze behavior in the markets and develop a plan to potentially meet those challenges. While no system or strategy can assure a profit or protect against a loss, when the markets show movement we are primed to react on the client’s behalf.Contact Us
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do your insurance needs stay the same when the nest empties?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Investors who put off important investment decisions may face potential consequence to their future financial security.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Would you guess that Millennials are effectively saving for retirement? Well, they are.