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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How Income Taxes Work
A quick look at how federal income taxes work.
The federal government requires deceased individuals to file a final income tax return.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
When to start? Should I continue to work? How can I maximize my benefit?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A special needs trust helps care for a special needs child when you’re gone.
All about how missing the best market days (or the worst!) might affect your portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.