For Generations to Come
From accumulating to preserving to transferring your wealth, we're here for you and your family today, tomorrow, and the next generations.View our Services
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Taking regular, periodic withdrawals during retirement can be quite problematic.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Being healthy not only makes you feel good, it may also help you financially.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know these three personal finance sayings?