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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.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
It may help your business be better prepared in the event of the death of a principal or key employee.
For homeowners who think their property taxes are too high, there are ways to appeal.
Gaining a better understanding of municipal bonds makes more sense than ever.
What does the Tax Reform and Jobs Act mean for you?
To choose a plan, it’s important to ask yourself four key questions.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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 financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.
Why are 401(k) plans, annuities, and IRAs so popular?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are three things to consider before dipping into retirement savings to pay for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?