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.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What kind of auto insurance should you have? Do you know?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Peer-to-peer payment apps are one of the newest ways to send money.
Learn about what risk tolerance really means in this helpful and insightful video.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Make your retirement as exciting as your next vacation.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.