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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here’s a guide to explain all the parts of Medicare.
Understanding the value of a home warranty.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Around the country, attitudes about retirement are shifting.
There are hundreds of ETFs available. Should you invest in them?
Why are 401(k) plans, annuities, and IRAs so popular?