Our advisors work to build trust through quality advice. We are committed to doing the very best for our clients and providing you with the information needed to feel confident within your financial future. In a quickly changing world, isn't it nice to know the commitment to personal attention and service we provide will remain the same? As your Financial Professionals, we will do everything to help get you on track to reach your financial vision for the future through listening to your goals, beliefs, and comfort level.
Our firm was founded with the goal of personal attention that assures our clients receive a very comprehensive and thorough examination of financial goals and objectives. We offer a unique and personal approach in helping individuals plan and meet their financial goals. Through education and understanding of decisions affecting your portfolio, you will develop a partnership with your personal financial advisor. Together, we can do a better job of planning your long-term financial success.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
For some, the social impact of investing is just as important as the return, perhaps more important.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here are six flags that may make your tax return prime for an IRS audit.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate your monthly and annual income from various IRA types.
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 can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
It's easy to let investments accumulate like old receipts in a junk drawer.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Agent Jane Bond is on the case, infiltrating the world of bonds.