My 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 success.
This 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. I'll get back to you quickly with a thoughtful answer.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Understanding the economy's cycles can help put current business conditions in better perspective.
Learn more about women taking control of their finances with this infographic.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
An amusing and whimsical look at behavioral finance best practices for investors.
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.
It’s never a bad time to speak with your financial professional about changes in your situation.
Savvy investors take the time to separate emotion from fact.
If you died, what would happen to your email archives, social profiles and online accounts?