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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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Try these activities to keep your brain sharp.
Good employee health can be great for the company’s bottom line.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”