You are the center of our Financial Planning practice. Our passion is creating personal financial plans with focussed Investments so you can achieve, maintain & preserve your Financial Independence. LEARN MORE: "Everything in One Place" your assets at your fingertips CLIENT ACCESS ONLY: "Everything in One Place Dashboard Log In"
"Somewhere there is a map of how it can be done."
~ Ben Stein
You are the center of our Financial Planning practice. Our passion is creating personal financial plans with focussed Investments so you can achieve, maintain & preserve your Financial Independence.
LEARN MORE: "Everything in One Place" your assets at your fingertips
CLIENT ACCESS ONLY: "Everything in One Place Dashboard Log In"
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
What to Do When You Lose Your Wallet
There are things you can do to keep yourself safe when you lose your wallet.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
For homeowners who think their property taxes are too high, there are ways to appeal.
Life insurance proceeds are generally tax-free. But not in all cases.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
There are common mistakes you can avoid when saving for retirement.
Learn when it may not make sense to file a claim on your home insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.