We can help take some of the mystery out of preparing for your financial future.Learn More
Special insight and perspective designed with the goal to provide you with security, independence, and confidence.Learn More
Let us provide you with the guidance that can help you understand and better define your goals.Learn More
Videos, articles, calculators and presentations to assist you with your goals, money and life. We want you to succeed. Our resources are a part of our commitment to your success.Learn More
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Five creative (and inexpensive) ideas for motivating your employees.
Don’t overlook the need for renter’s insurance if you rent your home.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Smart investors take the time to separate emotion from fact.
There are things you can do to keep yourself safe when you lose your wallet.
A special needs trust helps care for a special needs child when you’re gone.