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.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This worksheet can help you estimate the costs of a four-year college program.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.