Our first priority is your 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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The true cost of raising a child may be far more than you expect.
When to start? Should I continue to work? How can I maximize my benefit?
Is your estate in order? This short quiz may help you assess your overall strategy.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Here are six flags that may make your tax return prime for an IRS audit.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are five facts about Social Security that might surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
Investors seeking world investments can choose between global and international funds. What's the difference?
Smart investors take the time to separate emotion from fact.