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.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Father Knows Best
Financial behaviors you learned from dad may be influencing your own confidence in managing money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A collection of tips from professional travelers.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Building wealth requires protection from the forces of wealth destruction.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Bonding with your significant other over TV plots is fun but when you know more about them than your money picture.....
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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 some smart strategies that may help you pursue your investment objectives
It’s never a bad time to speak with your financial advisor about changes in your situation.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.