Meliora: "better things", "always better", "ever better", or, more fully, "for the pursuit of the better".
Sometimes it can be simple. With one word our name reminds us why we founded this enterprise: to make our clients lives ever better. What does ever better mean for you? Contact us and see how we can help you get there.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
For some, the social impact of investing is just as important as the return, perhaps more important.
Your credit score may influence how much you pay for auto and home insurance.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Retirees traveling abroad need to know that their health insurance travels with them.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
Do you know these three personal finance sayings?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.