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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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.
When to start? Should I continue to work? How can I maximize my benefit?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Regardless of how you approach retirement, there are some things about it that might surprise you.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
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.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.