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Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.Contact Us
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Probate can be a completely public process, or it can be managed to include as little information as possible.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Tips to avoid checking in luggage on your next vacation.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a few things to consider when buying or leasing your next vehicle.
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, cracking the code on bonds.
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.
Women must be ready to spend, on average, more years in retirement than men.