A comprehensive evaluation of an individual’s financial state and the creation of a plan designed to meet the individual’s personal needs and financial objectives
Establishing the appropriate asset allocation and on-going monitoring of an investment account based upon an individual’s financial goals and risk profile
Providing fiduciary investment services under Department of Labor regulations including fund selection and investment account management to retirement plan Trustees and Participants
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
How Income Taxes Work
A quick look at how federal income taxes work.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Second marriages are a trigger event to revisit any existing estate strategies.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
If you find it hard to attain personal life goals, there’s an app for that!
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 right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How do the markets usually react to elections? Was the 2016 election any different?
How will you weather the ups and downs of the business cycle?