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 financial 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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
What kind of auto insurance should you have? Do you know?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
For many, retirement includes contributing their time and talents to an organization in need.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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.
What are your options for investing in emerging markets?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.