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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Here are six flags that may make your tax return prime for an IRS audit.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
How literate are you when it comes to your finances? Brush up with these five basics.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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
Do you know how to set up your financial goals for success? This knight does.
What if instead of buying that vacation home, you invested the money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are hundreds of ETFs available. Should you invest in them?
How does your ideal retirement differ from reality, and what can we do to better align the two?