Navigating through the intricacies of personal finance can be overwhelming. With all the facets of taxes, investments, stocks, bonds... the list can go on and on...you need a trusted guide. My number one priority is to serve as a resource to all my clients, whether they work with me on their investments or not. Through education and knowledge of what their options are, my clients can then make the best decisions for their families, and helping them with that gives me a true sense of joy. Please feel free to take a look around and see how holistic wealth management and tax planning services can assist you in moving through life.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Five creative (and inexpensive) ideas for motivating your employees.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Understanding how capital gains are taxed may help you refine your investment strategies.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, cracking the code on bonds.
There’s an alarming difference between perception and reality for current and future retirees.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.