Understanding Today’s Financial Environment
What does “wealth” look like to you? How do you envision it? We believe the key to discovering your path to wealth starts with identifying your Purpose and Passion. We’ll work together to clarify your vision of wealth by defining and considering your unique objectives. The outcome is a goal-based plan tied specifically to those objectives. Through understanding your own vision, and the role money plays within that vision, you’ll have the potential to unlock the satisfaction of knowing how to Pursue your Purpose and Passion in life.Contact Us
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, infiltrating the world of bonds.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Good employee health can be great for the company’s bottom line.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
The decision whether to buy or rent a home may have long-term implications.
Would you guess that Millennials are effectively saving for retirement? Well, they are.