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.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Read this overview to learn how financial advisors are compensated.
There are four very good reasons to start investing. Do you know what they are?
When considering life insurance, it's important to understand your options.
Understanding the value of a home warranty.
Five creative (and inexpensive) ideas for motivating your employees.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
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 hundreds of ETFs available. Should you invest in them?
What if instead of buying that vacation home, you invested the money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, cracking the code on bonds.
The market is as unpredictable as the weather. We’d love to help you prepare.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.