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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Being healthy not only makes you feel good, it may also help you financially.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Lifestyle considerations in creating your retirement portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Currency has been around for a long time. Here’s a quick history lesson.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Imagine your ideal post-pandemic retirement with this animated video.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.