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Caring For All Aspects of Your Financial Life
Let us help you achieve your goals through careful development and implementation of strategies to help gain financial success. We offer "One Stop Shopping" for clients' financial and legal needs.
Our experience, knowledge and personal approach enable us to help you fully integrate all aspects of your financial needs. We work together towards a single goal: Helping you achieve financial success.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Being healthy not only makes you feel good, it may also help you financially.
Gaining a better understanding of municipal bonds makes more sense than ever.
Do your insurance needs stay the same when the nest empties?
The tax rules that govern donating art are complex and confusing. Take a closer look.
How to help determine life insurance needs to provide for your family after you pass away.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Smart investors take the time to separate emotion from fact.
Making the most of surprises is a great reason to work with us.
There’s an alarming difference between perception and reality for current and future retirees.
It's easy to let investments accumulate like old receipts in a junk drawer.
Around the country, attitudes about retirement are shifting.