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 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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
One of the most common questions people ask about Social Security is when they should start taking benefits.
It's important to understand the pros and cons when considering a prepaid debit card.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations?
Have you found yourself suddenly single? Here are 3 steps to take right now.