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.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn a little about worldwide currency in this fun infographic
The true cost of raising a child may be far more than you expect.
This worksheet can help you estimate the costs of a four-year college program.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Purchasing homeowners insurance is critical for protecting your home.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How do the markets usually react to elections? Was the 2016 election any different?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.