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
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Gaining a better understanding of municipal bonds makes more sense than ever.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Tax preparation may be the perfect time to give the household budget a check-up.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
If you find it hard to attain personal life goals, there’s an app for that!
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, covering how bond laddering works.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.