We provide resources in financial planning, estate planning, insurance, investments, employer retirement plans, and employee benefits.
Questions we have helped our clients answer include:
"How do I protect my family and my land if I need nursing home services?"
"Do I have enough money to retire next year?"
"What do I need to consider before I sell my business?"
We work with farmers, business owners, government employees, medical professionals, and others who are looking for a partner to help them make informed life decisions.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Here’s a guide to explain all the parts of Medicare.
The item most homeowners forget on their home improvement project checklist is insurance.
Can you keep up with your children’s mobile slang?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Earnings season can move markets. What is it and why is it important?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know these three personal finance sayings?