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 as I continually aim for 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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
The market is as unpredictable as the weather. We’d love to help you prepare.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Building wealth requires protection from the forces of wealth destruction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
What is your plan for health care during retirement?
There’s an alarming difference between perception and reality for current and future retirees.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Here are five facts about Social Security that might surprise you.