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.
How Income Taxes Work
A quick look at how federal income taxes work.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
It's important to understand the pros and cons when considering a prepaid debit card.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
It may help your business be better prepared in the event of the death of a principal or key employee.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
How will you weather the ups and downs of the business cycle?
Here is a quick history of the Federal Reserve and an overview of what it does.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.