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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Try these activities to keep your brain sharp.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Five overlooked tax deductions to help manage your tax bill.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Assess whether you are running “in the black” or “in the red” each month.
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 estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you explored all your options when it comes to managing your taxable income?
Agent Jane Bond is on the case, cracking the code on bonds.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.