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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How Income Taxes Work
A quick look at how federal income taxes work.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
An inside look at how marginal income tax brackets work.
Without your knowing, your investment portfolio could be off-kilter.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
With a new administration, things will change, but no one knows exactly how. Here’s a little insight.
One way to find money is to examine your current spending habits and eliminate money wasters.
Knowing the rules may help you decide when to start benefits.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
If you died, what would happen to your email archives, social profiles and online accounts?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
You’ve made investments your whole life. Work with us to help make the most of them.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Estate conservation is too important to put off. Do you have a smart exit strategy?