Greetings from Jonathan and Chuck
You have questions. We have answers. If you want to work with real people who know you and your family, who respond quickly to your questions, and focus on the things that really matter, we think you will appreciate working with us.What We Do
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Marriage changes everything, including your insurance needs.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.