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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Explore the growing influence women wield over the economy with this handy infographic.
Do your insurance needs stay the same when the nest empties?
How literate are you when it comes to your finances? Brush up with these five basics.
Read this overview to learn how financial advisors are compensated.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.
That big list of dreams and goals isn't the only way to look at your bucket list.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.