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.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, 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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Being healthy not only makes you feel good, it may also help you financially.
Retirees traveling abroad need to know that their health insurance travels with them.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment 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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A special needs trust helps care for a special needs child when you’re gone.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here is a quick history of the Federal Reserve and an overview of what it does.