What Makes Us Different
Our firm takes pride in being a completely independent Registered Investment Advisor. The benefits of this include: greater transparency, increased accountability, and the freedom to offer independent advice so that our clients are able to reach their goals. To put it simply, our registered investment advisor status ensures our goals are aligned with the goals of our clients.
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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Read this overview to learn how financial advisors are compensated.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, infiltrating the world of bonds.