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 Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
What can be learned from the savings rate?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Earnings season can move markets. What is it and why is it important?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.