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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
An inside look at how marginal income tax brackets work.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A look inside the U.S. government's statistics on household net worth.
It's important to understand how inflation is reported and how it can affect investments.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.