Does your portfolio fit you?
Your Family Index Number is the rate of return necessary on your portfolio of assets to achieve your goals and objectives while maintaining resources during your anticipated lifetime.Does My Portfolio Fit Me?
Who We Are
We aren't tied to products or services from a single company or family of companies, but we are free to find those products and services that may be most appropriate for our clients.Learn More
Access eMoney Now!Go to eMoney
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Understanding the value of a home warranty.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Five creative (and inexpensive) ideas for motivating your employees.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
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 income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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.
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.
Investors seeking world investments can choose between global and international funds. What's the difference?
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.