We can help take some of the mystery out of preparing for your financial future.
Insight and information for employers and employees.
Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.
College Savings with Life Insurance
How can Life Insurance play a role in your college savings strategy?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
What can be learned from the savings rate?
Retirees traveling abroad need to know that their health insurance travels with them.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Even if you’re young and single, you should still consider protecting yourself.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Even low inflation rates can pose a threat to investment returns.
A special needs trust helps care for a special needs child when you’re gone.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What does your home really cost?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.