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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn about all the parts of Medicare with this informative and enjoyable article.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Ascertaining the value of your business is important for a variety of reasons.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Why are 401(k) plans, annuities, and IRAs so popular?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What does your home really cost?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.