Tax Planning, Investments, Insurance & Financial Services
Our first priority is helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, send me 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.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Being healthy not only makes you feel good, it may also help you financially.
If you find it hard to attain personal life goals, there’s an app for that!
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that vacation home, you invested the money?
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, uncovering the mystery of bond laddering.
There are a few things to consider when buying or leasing your next vehicle.
How will you weather the ups and downs of the business cycle?
What does your home really cost?