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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Purchasing homeowners insurance is critical for protecting your home.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When should you take your Social Security benefit?
When do you need a will? The answer is easy: Right Now.
What does your home really cost?
There are a few things to consider when buying or leasing your next vehicle.
Do you know these three personal finance sayings?