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.
Helpful Content
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.