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.
Determine your potential long-term care needs and how long your current assets might last.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Medicare’s popular program, offering free gym membership and health education.
A letter of instruction provides additional and more personal information regarding your estate.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What your life will look like after you leave work.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Taking your Social Security benefits at the right time may help maximize your benefit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.