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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
One of the most common questions people ask about Social Security is when they should start taking benefits.
When you’re married and have children, insurance needs will be different.
The uncertainties we face in retirement can erode our sense of confidence.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Purchasing homeowners insurance is critical for protecting your home.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Around the country, attitudes about retirement are shifting.
What does your home really cost?
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.
That big list of dreams and goals isn't the only way to look at your bucket list.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.