Who I Am
I am a highly-certified independent financial advisor passionate about making a change in the lives of those around me.Learn More
While growing my business is important, I am first and foremost motivated to help as many people as I can prepare for one of life’s most significant milestones.Learn More
How I Help
I work with my clients to plan holistically for their retirement. We address the physical, mental, social, and financial aspects of retirement.Learn More
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
For some, the social impact of investing is just as important as the return, perhaps more important.
Here are 4 great, and sometimes unexpected, places to raise a family.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.