Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.
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Helpful Content
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.