Smart Choices that Enhance Our Lives
Faith, family, friends and prosperity are precious. How will we choose to strengthen them? How can we make our lives richer?
Kim Bourne helps people make smart choices about money - choices to enhance the quality of life, choices that help promote family security.
Learn more about Kim at this web site, and contact her today to plan wisely for your future.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Second marriages are a trigger event to revisit any existing estate strategies.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
When considering life insurance, it's important to understand your options.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A bucket plan can help you be better prepared for a comfortable retirement.
Making the most of surprises is a great reason to work with us.
Here’s a quick guide to checking to see if you have unclaimed money.
Women must be ready to spend, on average, more years in retirement than men.