Financial Clarity through Refreshing Honesty
In today’s day and age, there is not enough education, too much information out there, not enough time, and too many distractions for the average person to plan effectively for their financial lives. I believe that the financial planning process can be a cool experience and I serve people who are too busy managing the rest of their busy lives to fully dive into the weeds of finance.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
How Income Taxes Work
A quick look at how federal income taxes work.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The earlier you start pursuing financial goals, the better your outcome may be.
At what point can you call a personal vehicle commercial?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Try these activities to keep your brain sharp.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
For women, retirement strategy is a long race. It’s helpful to know the route.
Learn about the importance of having an estate strategy in this helpful and informative video.
An amusing and whimsical look at behavioral finance best practices for investors.
There are hundreds of ETFs available. Should you invest in them?
Check out this video to begin separating fact from fiction.