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 ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Couples may be able to head off many of the problems in a marriage that money can cause.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
There are things about Social Security that might surprise you.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Knowing your options when a CD matures can help you make a sound investment decision.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate