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 to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The item most homeowners forget on their home improvement project checklist is insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The decision whether to buy or rent a home may have long-term implications.
For women, retirement strategy is a long race. It’s helpful to know the route.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.