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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Beware of these traps that could upend your retirement.
A look inside the U.S. government's statistics on household net worth.
Do you have an estate strategy? You should.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you explored all your options when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.
There’s been a lot of talk about Tax Reform. What might it look like?
Do you know these three personal finance sayings?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.