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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
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What can be learned from the savings rate?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
An inside look at how marginal income tax brackets work.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How do the markets usually react to elections? Was the 2016 election any different?
With alternative investments, it’s critical to sort through the complexity.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.