Funding Your Life and Preserving Against Risks
Money doesn't define who you are, but planning for the wise use of money can help you create the kind of life and lifestyle that reflects who you are and what's truly important in your life. It's tough to plan (and stay on course) in challenging economic times, but those challenges also include opportunities and potential rewards for those who can take advantage of long-term trends.
That's our job - to help you take advantage of opportunities and manage those things that could get in the way of you creating the life you want for yourself and your family. We're a bit of all these roles: coach, teacher, advisor, planner, researcher, confidante, but most of all, we've got your back. We'll try to anticipate issues, help you with decisions, and be there when you just need a sounding board.
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 - and only - priority is your overall financial success in the context of your life. We want to learn more about your personal situation, identify your values, dreams and goals, and understand the level of risk you feel comfortable with. Long-term relationships that encourage open and honest communication have been the cornerstone of our 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 the 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.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
In the face of divorce, making changes to insurance coverage may be overlooked.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The true cost of raising a child may be far more than you expect.
Good employee health can be great for the company’s bottom line.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.