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.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
What does the Tax Reform and Jobs Act mean for you?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Bonds may outperform stocks one year only to have stocks rebound the next.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.
Here is a quick history of the Federal Reserve and an overview of what it does.