Understanding Today's Financial Environment
Welcome, we're a financial organization in Jefferson City, Missouri. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Being healthy not only makes you feel good, it may also help you financially.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
One of the most common questions people ask about Social Security is when they should start taking benefits.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Earnings season can move markets. What is it and why is it important?
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.
Do you have causes that you want to support with donations?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.