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.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Apps that help small business owners better manage and grow their business.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What’s the deal with your yearly free credit report?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
$1 million in a diversified portfolio could help finance part of your retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a crash course on saving for college.