YOUR FINANCIAL FUTURE
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards. 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 and identify your goals. A long-term relationship that encourages open and honest communication is a great start.
As you search the site, please contact us with any questions you may have. My team will get back to you quickly with a thoughtful answer.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
For many, retirement includes contributing their time and talents to an organization in need.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The uncertainties we face in retirement can erode our sense of confidence.
If you find it hard to attain personal life goals, there’s an app for that!
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Do you have causes that you want to support with donations? Here are three tips.
When do you need a will? The answer is easy: Right Now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.