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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Here's a breakdown of how the federal government spends your tax money.
When to start? Should I continue to work? How can I maximize my benefit?
The uncertainties we face in retirement can erode our sense of confidence.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What if instead of buying that vacation home, you invested the money?