Our Core Values
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, covering how bond laddering works.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
The item most homeowners forget on their home improvement project checklist is insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
An inside look at how marginal income tax brackets work.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Taking your Social Security benefits at the right time may help maximize your benefit.