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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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
The market is as unpredictable as the weather. We'd love to help you prepare.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
One way to find money is to examine your current spending habits and eliminate money wasters.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
An overview of some fundamental steps when a loved one passes.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
A look at the new, record-high retirement contribution limits from the IRS.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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
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.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you have causes that you want to support with donations?
When do you need a will? The answer is easy: Right Now.