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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
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Tips on insuring your teen driver.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A few strategies that may help you prepare for the cost of higher education.
Read this overview to learn how financial advisors are compensated.
Here's a breakdown of how the federal government spends your tax money.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Why are 401(k) plans, annuities, and IRAs so popular?
A bucket plan can help you be better prepared for a comfortable retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Making the most of surprises is a great reason to work with us.
There are hundreds of ETFs available. Should you invest in them?