ENVISION | ENLIGHTEN | ENRICH
We build long-term relationships by helping our clients Envision their dreams, Enlighten them to make informed financial decisions through education and service which ultimately Enriches their lives.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Second marriages are a trigger event to revisit any existing estate strategies.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, cracking the code on bonds.
Women must be ready to spend, on average, more years in retirement than men.
There are three things to consider before dipping into retirement savings to pay for college.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you have causes that you want to support with donations? Here are three tips.