Understanding Today’s Financial Environment
Welcome to our website. We know how complex today's financial world is. We understand that individuals face unique challenges when it comes to making financial decisions. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives. By providing comprehensive financial planning, we can help you make the right financial decisions.
Our professionals have years of experience in financial planning. We can help you address your needs for today and for many years to come. We look forward to working with you through all stages of your life. Please call (501) 358-3994 to schedule an appointment to see how we can help you.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For some, the social impact of investing is just as important as the return, perhaps more important.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
An inside look at how marginal income tax brackets work.
Understanding the economy's cycles can help put current business conditions in better perspective.
Beware of these traps that could upend your retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?