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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Learn when it may not make sense to file a claim on your home insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a quick guide to checking to see if you have unclaimed money.