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.
Rightsizing for Retirement
What does your home really cost?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Good employee health can be great for the company’s bottom line.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.