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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Don’t overlook the need for renter’s insurance if you rent your home.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
The decision whether to buy or rent a home may have long-term implications.