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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Six overlooked tax deductions to help manage your tax bill.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Second marriages are a trigger event to revisit any existing estate strategies.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Around the country, attitudes about retirement are shifting.
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.
There are a few things to consider when buying or leasing your next vehicle.
Do you have causes that you want to support with donations?