Our 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 foundation of success.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Military families face unique challenges, making personal finance even more critical.
Being healthy not only makes you feel good, it may also help you financially.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
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 some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Women must be ready to spend, on average, more years in retirement than men.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.