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 our website, send us 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.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Marriage changes everything, including your insurance needs.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Your credit score may influence how much you pay for auto and home insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.