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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
An increasing number have been developed to help individuals with their personal finances.
What’s the deal with your yearly free credit report?
The year’s end is the perfect time to do these 12 things.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here are five facts about Social Security that might surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.