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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Simple steps may help you foil hackers and protect your privacy.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Understanding the value of a home warranty.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
What is your plan for health care during retirement?
Investors seeking world investments can choose between global and international funds. What's the difference?