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Money doesn't come with an owner's manual. That's why we're here.
There’s no GPS that will lead you to financial security. And the truth is, the road to getting there can be longer and bumpier than ever before. The ever-growing forest of products, services and strategies in today’s marketplace doesn’t make the journey any easier — just more confusing.
The good news is, we’re here to help. We want to know what’s important to you, to understand your unique challenges, and to help guide you to a secure future. Whether you’re looking for effective ways to build long-term wealth, protect yourself and your family or develop a plan for retirement, we’ll help you find the smoothest, most stress-free path to get from here to your financial goals.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Here are five facts about Social Security that are important to keep in mind.
Tips on insuring your teen driver.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A quick look at how federal income taxes work.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Have you explored all of your choices when it comes to managing your taxable income?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are Real Estate Investment Trusts right for your portfolio?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.