Your Financial Future
Today’s economic and tax 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.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Read this overview to learn how financial advisors are compensated.
There’s a link between debt and stress.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Gaining a better understanding of municipal bonds makes more sense than ever.
For many, retirement includes contributing their time and talents to an organization in need.
Here are six flags that may make your tax return prime for an IRS audit.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.