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.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
A few strategies that may help you prepare for the cost of higher education.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
There are common mistakes you can avoid when saving for retirement.
Sustain financial well-being or create wealth through these actions.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn about cyber liability insurance in this entertaining video.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Around the country, attitudes about retirement are shifting.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Imagine your ideal post-pandemic retirement with this animated video.