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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
It sounds simple, but paying yourself first can really pay off.
A few strategies that may help you prepare for the cost of higher education.
Retirees traveling abroad need to know that their health insurance travels with them.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, cracking the code on bonds.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
How do the markets usually react to elections? Was the 2016 election any different?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.