We are Nevada’s Retirement Income SpecialistsProviding Sound Investment Decisions through Uncertain Times
We believe that we have a huge fiscal, ethical and moral responsibility to our clients, most of whom invest a substantial portion of their life savings with us. A large majority of our clients are either retired or very close to retirement - the very people who can least afford to lose their hard-earned savings - and it is for their welfare that our firm exists. Our clients can expect to feel comfortable and confident that we are passionately committed to the fulfillment of our responsibilities to them.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Tax preparation may be the perfect time to give the household budget a check-up.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
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.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, cracking the code on bonds.
Roth IRAs are tax advantaged in a different way from traditional IRAs.