- Business Philosophy Videos
Our unique approach provides clients the confidence that they have adequately addressed and created an action plan to cover any gaps that may exist in their financial lives. We help them address retirement, investments, estate, insurance and tax issues.Learn More
- Planning Conversation
As your partner in living with financial intention, we use a special process to identify your financial goals. Then we help you develop and implement a strategy tailored to those personal goals.Learn More
- Our Mission
As Retirement Income Advisors it is our privilege to help you, not only reach retirement, but live it fully, with the financial resources you need.Learn More
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here’s a guide to explain all the parts of Medicare.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
There are ways to improve your physical fitness without denting your fiscal fitness.
This worksheet can help you estimate the costs of a four-year college program.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
$1 million in a diversified portfolio could help finance part of your retirement.
When should you take your Social Security benefit?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, cracking the code on bonds.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.