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Helping You Piece Together a Complex Planning Puzzle
Imagine your finances as a jigsaw puzzle. Even if you have all the pieces, you may struggle piecing them together. We help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals. We focus on helping you make financial decisions and serving as your financial advocate and partner.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The true cost of raising a child may be far more than you expect.
Knowing the rules may help you decide when to start benefits.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
You’ve made investments your whole life. Work with us to help make the most of them.
There are three things to consider before dipping into retirement savings to pay for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you found yourself suddenly single? Here are 3 steps to take right now.