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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
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Life insurance proceeds are generally tax-free. But not in all cases.
Five strategies for managing your student debt.
These food myths will really put a drain on your wallet.
Second marriages are a trigger event to revisit any existing estate strategies.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
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
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A bucket plan can help you be better prepared for a comfortable retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”