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.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There are four very good reasons to start investing. Do you know what they are?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know these three personal finance sayings?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A bucket plan can help you be better prepared for a comfortable retirement.