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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
For some, the social impact of investing is just as important as the return, perhaps more important.
The true cost of raising a child may be far more than you expect.
Five creative (and inexpensive) ideas for motivating your employees.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Understanding how a stock works is key to understanding your investments.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
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.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Investors seeking world investments can choose between global and international funds. What's the difference?