Our first priority is helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, 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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
What kind of auto insurance should you have? Do you know?
Six overlooked tax deductions to help manage your tax bill.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Healthy habits are one of the greatest gifts to give your child.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A bucket plan can help you be better prepared for a comfortable retirement.