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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Apps that help small business owners better manage and grow their business.
Here are five facts about Social Security that are important to keep in mind.
When you’re married and have children, insurance needs will be different.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Technology tips to make your next trip even better.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: Right Now.
There’s an alarming difference between perception and reality for current and future retirees.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What is your plan for health care during retirement?