Financial Advice Made Simple
Our goal is to create simplicity within your financial life, regardless of how complex it may seem. We’ll work together to implement simple systems to manage your day-to-day finances, freeing you up to do the things you most enjoy.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Gaining a better understanding of municipal bonds makes more sense than ever.
Calculating your potential Social Security benefit is a three-step process.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Healthy habits are one of the greatest gifts to give your child.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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.
What if instead of buying that vacation home, you invested the money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How will you weather the ups and downs of the business cycle?