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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here’s a guide to explain all the parts of Medicare.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Tips to avoid checking in luggage on your next vacation.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Life insurance proceeds are generally tax-free. But not in all cases.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Smart investors take the time to separate emotion from fact.
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.
Why are 401(k) plans, annuities, and IRAs so popular?
It's easy to let investments accumulate like old receipts in a junk drawer.