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We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.Learn More
Understanding Today's Financial Environment
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. Sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create a game plan for pursuing their dreams. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The tax rules that govern donating art are complex and confusing. Take a closer look.
It's important to understand how inflation is reported and how it can affect investments.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Five phases to changing unhealthy behaviors.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Have you explored all of your choices when it comes to managing your taxable income?
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, infiltrating the world of bonds.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?