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
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Home Ownership by the Numbers
Tips on home-buying for Millennials.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How Interest Rates Affect Everything
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.