Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Simple steps may help you foil hackers and protect your privacy.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The item most homeowners forget on their home improvement project checklist is insurance.
Technology tips to make your next trip even better.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Understanding the cycle of investing may help you avoid easy pitfalls.
Making the most of surprises is a great reason to work with us.
If you died, what would happen to your email archives, social profiles and online accounts?
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.