A Plan Built for Your Dreams
The first step towards achieving your dreams is putting a plan together. We believe the foundation of that plan needs to be education. There are basic financial concepts that everyone needs to know. It is our goal to educate and empower people with these concepts so that they may have the ability to change their own financial future.Contact Us
We can help you create an approach that is designed to address your unique situation.Learn More
We educate our clients about financial concepts and take the mystery out of investing.Learn More
Special insight and perspective to help business owners pursue their objectives and success.Learn More
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Healthy habits are one of the greatest gifts to give your child.
Ascertaining the value of your business is important for a variety of reasons.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Even low inflation rates can pose a threat to investment returns.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The decision whether to buy or rent a home may have long-term implications.