Retirement, Tax Planning, Mutual Funds,
Long Term Care, & Life Insurance
For more than 30 years, we have helped our clients grow their businesses, manage their taxes, and work toward financial security.
Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a coordinated approach that simplifies your life.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How to help determine life insurance needs to provide for your family after you pass away.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
An inside look at how marginal income tax brackets work.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
There are hundreds of ETFs available. Should you invest in them?
Here is a quick history of the Federal Reserve and an overview of what it does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?