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.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Investors who put off important investment decisions may face potential consequence to their future financial security.
It may help your business be better prepared in the event of the death of a principal or key employee.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Understanding how a stock works is key to understanding your investments.
Understanding the economy's cycles can help put current business conditions in better perspective.
Do your insurance needs stay the same when the nest empties?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know these three personal finance sayings?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.