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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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.
Around the country, attitudes about retirement are shifting.
Here are five facts about Social Security that are important to keep in mind.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Do your insurance needs stay the same when the nest empties?
If you find it hard to attain personal life goals, there’s an app for that!
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know these three personal finance sayings?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.