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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
For homeowners who think their property taxes are too high, there are ways to appeal.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A letter of instruction provides additional and more personal information regarding your estate.
A collection of tips from professional travelers.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
Women must be ready to spend, on average, more years in retirement than men.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
You’ve made investments your whole life. Work with us to help make the most of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.