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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
What kind of auto insurance should you have? Do you know?
Your credit score may influence how much you pay for auto and home insurance.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal 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 demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know these three personal finance sayings?
A special needs trust helps care for a special needs child when you’re gone.
How do the markets usually react to elections? Was the 2016 election any different?