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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you explored all your options when it comes to managing your taxable income?