If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to address any questions you may have.
Our process is simple. We get to know you, your family and your other advisers. Input from attorneys, CPAs, insurance agents and Social Security consultants is all used....
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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The year’s end is the perfect time to do these 12 things.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Knowing your options when a CD matures can help you make a sound investment decision.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
What does your home really cost?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.