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.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here are five facts about Social Security that are important to keep in mind.
How long does a $20 bill last?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Marriage changes everything, including your insurance needs.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
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 some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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.