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How well is your financial castle constructed? Is your financial strategy integrated and coordinated to meet your life’s dreams? Whatever your dream, college funding, a secure retirement or the freedom to live life to its fullest, we have the expertise to help you address your financial needs and goals.
We utilize a “team approach” to help you address your financial needs and goals. We work closely in a networked group of professionals. Our clients often have their existing professional team, such as an attorney, accountant, banker, insurance agents, and others who advise them from time to time. Whether coordinating with their team or a team of professionals with whom we have worked closely through the years, we seek to create strategies that are designed to help ensure our client’s present and future well-being. Contact us today!Contact Us
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Currency has been around for a long time. Here’s a quick history lesson.
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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
Principles that can help create a portfolio designed to pursue investment goals.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
That big list of dreams and goals isn't the only way to look at your bucket list.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A special needs trust helps care for a special needs child when you’re gone.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.