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With over 50 years of combined financial industry experience, we are well equipped to address all aspects of your unique situation and to seek the most appropriate strategies for treating your overall financial picture. Our extensive experience in investments, retirement planning and business strategies enables us to develop a holistic game plan that helps you pursue your vision of success.
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Do You Owe The AMT?
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.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This worksheet can help you estimate the costs of a four-year college program.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, cracking the code on bonds.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How will you weather the ups and downs of the business cycle?
Why are 401(k) plans, annuities, and IRAs so popular?