I often begin a conversation with
"What's important about money to you?
When you really stop and take that in, isn't it about living a life that resonates down deep within? Afterall, planning is about envisioning your future.
That's where I come in.
We collaborate to accomplish a plan that is engineered to make those dreams, a reality.
I hope your visit to this website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We 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.
Web commentaries and newsletters are updated weekly, and you may view your accounts online here, so make this site one of your "favorites" and check back often.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Apps that help small business owners better manage and grow their business.
However exciting retiring abroad may sound, it deserves considerable planning.
What does the Tax Reform and Jobs Act mean for you?
Bonds may outperform stocks one year only to have stocks rebound the next.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: Right Now.
All about how missing the best market days (or the worst!) might affect your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.