Who Are We?
We are a financial firm that provides “ light and truth” in the community for personal and business finances. Using The Living Balance Sheet™, we will assist our clients in building long term financial independence. Our most important job is providing financial security and an abundant life for those we serve.
The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2016 Guardian
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Ever wonder what separates the folks who are financially comfortable from the rest of us?
Lifestyle considerations in creating your retirement portfolio.
Important items to consider when purchasing condo insurance.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Making the most of surprises is a great reason to work with us.
If you died, what would happen to your email archives, social profiles and online accounts?
How do the markets usually react to elections? Was the 2016 election any different?