Welcome, I’m (your name), a financial professional in (your city and state). I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The true cost of raising a child may be far more than you expect.
How long does a $20 bill last?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A quick look at how federal income taxes work.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a quick guide to checking to see if you have unclaimed money.
That big list of dreams and goals isn't the only way to look at your bucket list.
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a crash course on saving for college.