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—I can help you address your most pressing money questions.
My first priority is your overall financial success. I 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.
My website 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. I'll get back to you quickly with a thoughtful answer.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
However exciting retiring abroad may sound, it deserves considerable planning.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Are women prepared for a 20-year retirement?
When to start? Should I continue to work? How can I maximize my benefit?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When markets shift, experienced investors stick to their strategy.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Even low inflation rates can pose a threat to investment returns.