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 financial 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.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
In the face of divorce, making changes to insurance coverage may be overlooked.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Five creative (and inexpensive) ideas for motivating your employees.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Doing your research is key before buying a vacation home.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here is a quick history of the Federal Reserve and an overview of what it does.
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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.