Understanding What Makes Us Different
At our firm, we believe everyone can have the exact retirement they want, but it takes dedication and discipline. We wake up every day with a sense of why we come to work. We come to work to coach and inspire our clients to accomplish their goals.
Just like our clients don't attain their goals overnight, our company is consistently marching towards it's greater self. The work we’re doing now is better than the work we did six months ago and the work we’ll be doing in six months will be better than what we’re doing now. That is my promise to you. Our only benchmark is how can we be better for you than we have been in the past.Contact Us
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Five phases to changing unhealthy behaviors.
Understanding the value of a home warranty.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Marriage changes everything, including your insurance needs.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?