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.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A windfall from a loved one can be both rewarding and complicated.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
Check out this video to begin separating fact from fiction.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?