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.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This worksheet can help you estimate the costs of a four-year college program.
There are ways to improve your physical fitness without denting your fiscal fitness.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The market is as unpredictable as the weather. We’d love to help you prepare.
Pundits say a lot of things about the markets. Let's see if you can keep up.