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
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Three important factors when it comes to your financial life.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
What’s the deal with your yearly free credit report?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
Make your retirement as exciting as your next vacation.
Do you know how to set up your financial goals for success? This knight does.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, cracking the code on bonds.
When markets shift, experienced investors stick to their strategy.
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.