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—I can help you address your most pressing money questions.
My first priority is your overall financial success. By learning more about your personal situation, identifying your dreams and goals, and understanding your tolerance for risk, I can better help you. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
This 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. I'll get back to you quickly with a thoughtful answer.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here are six flags that may make your tax return prime for an IRS audit.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Do you have an estate strategy? You should.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Even low inflation rates can pose a threat to investment returns.
Understanding the cycle of investing may help you avoid easy pitfalls.