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.
How Income Taxes Work
A quick look at how federal income taxes work.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Understanding how capital gains are taxed may help you refine your investment strategies.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
To choose a plan, it’s important to ask yourself four key questions.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, cracking the code on bonds.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Do you know these three personal finance sayings?
In the world of finance, the effects of the "confidence gap" can be especially apparent.