Our goal is to build and implement financial strategies that meet and exceed our clients' needs, goals, and expectations.Learn More
Since 1951, our firm has offered a wide range of services, from a protection overview to risk management solutions.Learn More
We believe financial education is key for financial success. We strive to empower clients to make informed financial decisions.Learn More
Why National Financial Network?
What makes our firm different is adhering to our mission dedicated to helping PEOPLE use a proven successful PROCESS, only implementing PRODUCTS tailored to each individual's unique situation, forming an ALLIANCE and long-lasting bond with our clients and our professionals. National Financial Network also utilizes The Living Balance Sheet®, which allows our professionals to use an uncommon approach to achieve uncommon results.Contact Us
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Your Paycheck and You: A Love Story
Are you showing your paycheck the love it deserves?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
LGBTQ people are subject to unique stresses that affect how they feel about their financial future.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
What is your plan for health care during retirement?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Do you have causes that you want to support with donations? Here are three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.