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.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The federal government requires deceased individuals to file a final income tax return.
A quick look at how federal income taxes work.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn how to harness the power of compound interest for your investments.