We do hope this message finds you healthy and well during these difficult times. Our thoughts and concerns are with everyone affected by this global crisis. Due to this rapidly evolving situation, we have changed some of our normal procedures.
We have cancelled all face to face meetings until further notice and implemented our emergency plan. While our staff is currently back in the office, the 2nd floor is currently closed to our clients and the public. As Summer is upon us, it is our hope that the new normal will be upon us shortly. We have also implemented our new pick-up and drop-off services that allows for the exchange of information in a socially distant manner.
Please be aware of the scammers! They are out in force at this difficult time. The IRS will NOT email or call you asking for bank information. Remember to check our social media platforms on Facebook an Twitter for the most up to date information.
Thank you for the understanding and God Bless America.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
An inside look at how marginal income tax brackets work.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
One way to find money is to examine your current spending habits and eliminate money wasters.
Here’s a guide to explain all the parts of Medicare.
Apps that help small business owners better manage and grow their business.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
A special needs trust helps care for a special needs child when you’re gone.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.