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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.
Helpful Content
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
How Income Taxes Work
A quick look at how federal income taxes work.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Infographic: Inclusivity for the LGBTQ workforce
LGBTQ workers acknowledge progress on the equal rights in employment and workplace benefits. However, there is still a long way to go for organizations to become fully inclusive and empathetic.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Infographic: Personal Finances Are Like A Game of Golf
What do golf and personal finances have in common? A lot of things, but the key is confidence.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.