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—I can help you address your most pressing money questions.
My first priority is your overall financial success. I 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.
My 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 my website, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
An inside look at how marginal income tax brackets work.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Four vacation destinations you might never have thought of.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Understanding how capital gains are taxed may help you refine your investment strategies.
Don’t overlook the need for renter’s insurance if you rent your home.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, cracking the code on bonds.
Are you ready for retirement? Here are five words you should consider.