Understanding Your Financial Environment
You face unique challenges as you and your business grow and evolve. Taking the mystery out of preparing for today and tomorrow allows you to enjoy the journey toward reaching your goals rather than dread the uncertainties. By gaining insight into your individual situation, we make sense of complex financial situations and create solutions that will empower you to move confidently into the future.Contact Us
A Team Approach
Using a team approach provides a broad perspective of solutions to help you reach your goals.Learn More
In The Know
Staying current and connected to resources allows you to experience confidence in your financial decisions.Learn More
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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Rule of 72
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.
When you’re married and have children, insurance needs will be different.
Your credit score may influence how much you pay for auto and home insurance.
Even if you’re young and single, you should still consider protecting yourself.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Protect yourself against the damage that your homeowners policy doesn’t cover.
When considering life insurance, it's important to understand your options.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.