Your Financial Future
Today’s economic environment presents many challenges. 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—I can help you address your most pressing money questions.
My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. Please feel free to contact me with any questions.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Earnings season can move markets. What is it and why is it important?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A look inside the U.S. government's statistics on household net worth.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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.
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When do you need a will? The answer is easy: Right Now.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
You’ve made investments your whole life. Work with us to help make the most of them.