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 importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Purchasing homeowners insurance is critical for protecting your home.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
That big list of dreams and goals isn't the only way to look at your bucket list.
There’s an alarming difference between perception and reality for current and future retirees.
Take a look at this 2017 Market Recap.