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 our website, send me a note regarding any questions you may have about any particular investment concepts or products. I willl get back to you quickly with a thoughtful answer.
Helpful Content
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Business Solutions with Life Insurance
How can whole life insurance protect your business and reward and retain your key employees?
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
How to Cut Your Expenses
Living with confidence means living within your means. managers.
Build a Stronger Financial Future
Learn about a financial asset that can help you build a stronger financial future.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Big Picture–Table 10 is a Hot Spot
What’s the hottest table in economy town? Need a hint? Check the Personal Income and Spending Report
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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An Arm and a Leg
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.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Emerging Market Opportunities
What are your options for investing in emerging markets?