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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Sustain financial well-being or create wealth through these actions.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
If you died, what would happen to your email archives, social profiles and online accounts?
Learn about what risk tolerance really means in this helpful and insightful video.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Bucket lists don’t have to be for tomorrow.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”