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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
There are ways to improve your physical fitness without denting your fiscal fitness.
It may help your business be better prepared in the event of the death of a principal or key employee.
Purchasing homeowners insurance is critical for protecting your home.
Understanding how capital gains are taxed may help you refine your investment strategies.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Even low inflation rates can pose a threat to investment returns.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When do you need a will? The answer is easy: Right Now.
What is your plan for health care during retirement?