We take a tactical approach to investing to help protect clients from downside risks while reaching toward goals.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Here are 4 great, and sometimes unexpected, places to raise a family.
Do you know where the idea of “retirement” comes from?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
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.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The market is as unpredictable as the weather. We’d love to help you prepare.
Are Real Estate Investment Trusts right for your portfolio?
Agent Jane Bond is on the case, cracking the code on bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.