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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
There are ways to improve your physical fitness without denting your fiscal fitness.
Important items to consider when purchasing condo insurance.
Good employee health can be great for the company’s bottom line.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.
It's easy to let investments accumulate like old receipts in a junk drawer.