Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A windfall from a loved one can be both rewarding and complicated.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are four very good reasons to start investing. Do you know what they are?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Retirees traveling abroad need to know that their health insurance travels with them.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
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.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Check out this video to begin separating fact from fiction.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Agent Jane Bond is on the case, cracking the code on bonds.