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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here are 5 reason why you may consider working through retirement.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
Even low inflation rates can pose a threat to investment returns.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Make your retirement as exciting as your next vacation.