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
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This worksheet can help you estimate the costs of a four-year college program.
A look inside the U.S. government's statistics on household net worth.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Life insurance proceeds are generally tax-free. But not in all cases.
What kind of auto insurance should you have? Do you know?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Even low inflation rates can pose a threat to investment returns.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.