Welcome to Your One-Stop
Financial Information Resource
Our goal is to make this site available to you as a resource for all of your financial needs. Our well-educated team is here to answer your questions. We have provided links to many of our partners, set up financial calculators and resources, and we have an ongoing commitment to provide you with up-to-date articles on important financial issues of the day. This is your website, and we welcome any feedback on how we can make it better. Thanks for visiting us!
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Understanding the economy's cycles can help put current business conditions in better perspective.
Even if you’re young and single, you should still consider protecting yourself.
Your credit score may influence how much you pay for auto and home insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
When should you take your Social Security benefit?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.