Learn more about how to utilize our website to determine how you can benefit from our services.Learn More
Attend a Workshop
We offer exclusive events to our clients throughout the year. Click here for details.Learn More
Listen to episodes of Money Made Easy, with Charlie and Paul, the Duncan Brothers.Learn More
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
At what point can you call a personal vehicle commercial?
Here are six flags that may make your tax return prime for an IRS audit.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Don't let procrastination keep you from pursuing your financial dreams and goals.
For many, retirement includes contributing their time and talents to an organization in need.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Around the country, attitudes about retirement are shifting.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.