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
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
There are things about Social Security that might surprise you.
Here's a breakdown of how the federal government spends your tax money.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.