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 History of Retirement
Do you know where the idea of “retirement” comes from?
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Life insurance proceeds are generally tax-free. But not in all cases.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
Around the country, attitudes about retirement are shifting.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.