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Years of experience have prepared us to guide you through your life transitions.
How We Work
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.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Here are 4 great, and sometimes unexpected, places to raise a family.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
It's important to make sure your retirement strategy anticipates health-care expenses.
What’s the deal with your yearly free credit report?
How Medicare can address health care needs in your retirement strategy.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What is your plan for health care during retirement?
A bucket plan can help you be better prepared for a comfortable retirement.
Check out this video to begin separating fact from fiction.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.