Helping Members Retire with Confidence
Today’s economic environment presents many challenges. Along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. 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.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A four-step framework for building a personal legacy.
When it comes to generational differences, knowing the facts can be difficult.
Keys to preparing to grow wealthy together.
Is your estate in order? This short quiz may help you assess your overall strategy.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Doing your research is key before buying a vacation home.
A couple become Retirement Plan Detectives, searching records from old employers.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
Taking your Social Security benefits at the right time may help maximize your benefit.
Making the most of surprises is a great reason to work with us.