To provide you, our Client, with the continually positive experience
of working with a team of individuals concerned for your well-being.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Do you have an estate strategy? You should.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Healthy habits are one of the greatest gifts to give your child.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Try these activities to keep your brain sharp.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.