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Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who are willing to take control of their finances.
Whether you’re facing retirement, saving for kid's college or planning for a major life change I can help you address your most pressing money questions. I may even be able to offer some ideas you have not considered.
My first priority is your overall financial success. I want to learn more about your personal situation, hear about your dreams and goals, and understand what you want to accomplish. I believe in thinking "out of the box" and am not afraid to challenge conventional wisdom in my approach to helping you reach your goals. All of my energy, commitment and efforts are focused on you, the client, and your satisfaction.
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 look around, send me a note regarding any questions you may have about any of the information you find. I'll get back to you quickly with a thoughtful answer.Contact Us
As seen in
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A letter of instructions provides additional and more personal information regarding your estate.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Is your estate in order? This short quiz may help you assess your overall strategy.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What does your home really cost?
Agent Jane Bond is on the case, covering how bond laddering works.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, infiltrating the world of bonds.