Our first priority is helping you take care of yourself and your family. 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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
There’s a link between debt and stress.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Using smart management to get more of what you want and free up assets to invest.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here are five facts about Social Security that might surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers to our most pressing questions are right in our own backyards.