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We are a mirror of our clients: business owners and executives who act with honesty and integrity, and value their families and their community.
• We seek long-term relationships that extend for generations.
• We place our clients first.
• We believe we are a part of something bigger.
Follow our latest updates.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The true cost of raising a child may be far more than you expect.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Earnings season can move markets. What is it and why is it important?
Knowing your options when a CD matures can help you make a sound investment decision.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
The market is as unpredictable as the weather. We’d love to help you prepare.
How do the markets usually react to elections? Was the 2016 election any different?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.