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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Saving for College 101
Here’s a crash course on saving for college.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Can you keep up with your children’s mobile slang?
For some, the social impact of investing is just as important as the return, perhaps more important.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Take a look at this 2017 Market Recap.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If you died, what would happen to your email archives, social profiles and online accounts?