How is G5 Different?
With our group’s unique centric method of providing financial advice, we feel we can better guide you on your financial expedition.Read More
With our group’s unique centric method of providing financial advice, we feel we can better guide you on your financial expedition.Learn More
Your journey with us will be first class as we work diligently to ensure that your lifetime financial journey will be carefully planned and monitored.Learn More
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
A change in your mindset during retirement may drive changes to your portfolio.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Apps that help small business owners better manage and grow their business.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Four vacation destinations you might never have thought of.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Around the country, attitudes about retirement are shifting.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, cracking the code on bonds.