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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
However exciting retiring abroad may sound, it deserves considerable planning.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
What kind of auto insurance should you have? Do you know?
Bonds may outperform stocks one year only to have stocks rebound the next.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A quick history of the Federal Reserve and overview of what it does.
There are hundreds of ETFs available. Should you invest in them?
Recent changes in estate tax laws could affect the strategy you have in place.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Agent Jane Bond is on the case, covering how bond laddering works.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.