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The Bond Wealth Management Experience
Since 1997 we’ve been here for you; to help you plan your retirement, manage your money and provide you with comprehensive financial advice. We provide the financial insights you need to accomplish your personal vision of your future and partner with you long-term to help accomplish your financial goals.
We focus on Financial Planning, Retirement Planning, Estate Planning, and IRA Planning.Contact Us
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
There are hundreds of ETFs available. Should you invest in them?