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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Ascertaining the value of your business is important for a variety of reasons.
Healthy habits are one of the greatest gifts to give your child.
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
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.
Using smart management to get more of what you want and free up assets to invest.
Make your retirement as exciting as your next vacation.
Agent Jane Bond is on the case, cracking the code on bonds.
There are a few things to consider when buying or leasing your next vehicle.
Investors seeking world investments can choose between global and international funds. What's the difference?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.