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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Six overlooked tax deductions to help manage your tax bill.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
When you’re married and have children, insurance needs will be different.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Tips to avoid checking in luggage on your next vacation.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are you ready for retirement? Here are five words you should consider.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Recent changes in estate tax laws could affect the strategy you have in place.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.