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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Learn when it may not make sense to file a claim on your home insurance.
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.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here's a breakdown of how the federal government spends your tax money.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are a few things to consider when buying or leasing your next vehicle.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?
Have you explored all your options when it comes to managing your taxable income?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.