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.
Around the country, attitudes about retirement are shifting.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
It sounds simple, but paying yourself first can really pay off.
Bonds may outperform stocks one year only to have stocks rebound the next.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Don’t overlook the need for renter’s insurance if you rent your home.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Are you ready for retirement? Here are five words you should consider.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
What is your plan for health care during retirement?