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.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Second marriages are a trigger event to revisit any existing estate strategies.
Understanding the economy's cycles can help put current business conditions in better perspective.
There are benefits and limitations when you decide to donate stock.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Bucket lists don’t have to be for tomorrow.
Do you know how to set up your financial goals for success? This knight does.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.