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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
An inside look at how marginal income tax brackets work.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When to start? Should I continue to work? How can I maximize my benefit?
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn how to harness the power of compound interest for your investments.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.