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.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
How Income Taxes Work
A quick look at how federal income taxes work.
It's important to understand how inflation is reported and how it can affect investments.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Gaining a better understanding of municipal bonds makes more sense than ever.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
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
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Smart investors take the time to separate emotion from fact.
Even low inflation rates can pose a threat to investment returns.
Estate conservation is too important to put off. Do you have a smart exit strategy?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.