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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
A look inside the U.S. government's statistics on household net worth.
Lifestyle considerations in creating your retirement portfolio.
To choose a plan, it’s important to ask yourself four key questions.
Here are five facts about Social Security that are important to keep in mind.
What’s the deal with your yearly free credit report?
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
Make your retirement as exciting as your next vacation.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
With alternative investments, it’s critical to sort through the complexity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate