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 plan. 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 management.
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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A quick look at how federal income taxes work.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Tips on insuring your teen driver.
Five strategies for managing your student debt.
The true cost of raising a child may be far more than you expect.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
That big list of dreams and goals isn't the only way to look at your bucket list.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Even low inflation rates can pose a threat to investment returns.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Understanding the cycle of investing may help you avoid easy pitfalls.
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.