Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Around the country, attitudes about retirement are shifting.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Do you know where the idea of “retirement” comes from?
Second marriages are a trigger event to revisit any existing estate strategies.
Knowing your options when a CD matures can help you make a sound investment decision.
Understanding how a stock works is key to understanding your investments.
There are four very good reasons to start investing. Do you know what they are?
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
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.
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.
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
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
Here is a quick history of the Federal Reserve and an overview of what it does.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?