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.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Understanding how capital gains are taxed may help you refine your investment strategies.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The item most homeowners forget on their home improvement project checklist is insurance.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What does your home really cost?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.