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 financial 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.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
It's important to understand how inflation is reported and how it can affect investments.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
For homeowners who think their property taxes are too high, there are ways to appeal.
How to help determine life insurance needs to provide for your family after you pass away.
The true cost of raising a child may be far more than you expect.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Pundits say a lot of things about the markets. Let's see if you can keep up.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.