Your Financial Future
Since 1970 - Strategies for Building, Protecting, and Transferring Wealth
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 financial 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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here are 4 great, and sometimes unexpected, places to raise a family.
An inside look at how marginal income tax brackets work.
Knowing the rules may help you decide when to start benefits.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
When should you take your Social Security benefit?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn how to harness the power of compound interest for your investments.
All about how missing the best market days (or the worst!) might affect your portfolio.