Navigating a VSIP
Learn how we can work with you to build a solid foundation for your retirement.
We provide up-to-date, easy to understand insights on what’s happening in the economy and the markets.Learn More
We can help you build your legacies through creative financial strategies in financial planning and investing.Learn More
Using our knowledge, skills, and resources to help you increase your capacity to live and give.
We are partners with our clients, working together to create enduring relationships based on positive change and empowerment to build legacies through creative financial strategies. Our clients include university professors, business executives, and private individuals.
- To be the premier resource of financial information and advice for our clients
- To be innovators in financial planning strategies
- To provide an encouraging atmosphere for our advisors and staff to thrive
- To inspire philanthropy
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Simple steps may help you foil hackers and protect your privacy.
It's important to understand how inflation is reported and how it can affect investments.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
It sounds simple, but paying yourself first can really pay off.
An increasing number have been developed to help individuals with their personal finances.
Even if you’re young and single, you should still consider protecting yourself.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.