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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Understanding the economy's cycles can help put current business conditions in better perspective.
An inside look at how marginal income tax brackets work.
An increasing number have been developed to help individuals with their personal finances.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
What’s the deal with your yearly free credit report?
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
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.
Around the country, attitudes about retirement are shifting.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It's easy to let investments accumulate like old receipts in a junk drawer.
It’s never a bad time to speak with your financial advisor about changes in your situation.