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 Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Gaining a better understanding of municipal bonds makes more sense than ever.
Purchasing homeowners insurance is critical for protecting your home.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Are Real Estate Investment Trusts right for your portfolio?