Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
For You
Transform your financial perspective. See the big picture for real, with The Living Balance Sheet®
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For Your Family
Protect the ones you love financially. Keep your family safe, no matter what the future brings.
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For Your Business
Build a great business. Protect it and take good care of the people who help it thrive. Including you.
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Keeping Your Business Strong
Think about your investment in your business. It’s not simply a business, it’s your life’s work.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Gift Giving: Spend Less, Enjoy More
Stressed about the cost of holiday gift giving? You’re not alone.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Commitment and Money Conversations
Talking about money isn’t as scary as it seems.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.