Many people find it difficult to talk about their financial life. We get that. To get started toward a better future, we help you determine a best course of action and what makes sense to do first.
What changes are you facing? What keeps you up at night? What choices do you have?
What decisions matter for your personal situation? Feeling overwhelmed? Where do you begin?
Financial planning is a big broad topic. It is important to know about those concepts, techniques and solutions that best fit your personal situation. Many things don't. What is good for one person isn't always good for another.
People sometimes create a plan by adding financial 'stuff' without knowing how it will affect what is already in place. While you cannot change the past, you can change course to a better future.
- What does your future look like if you take no action?
- Do you know what you own, why you own it and how you'll use it?
- How much income will you need in retirement? How much do you spend now?
- When will you take Social Security? Do you know your optimal start dates?
- Where will you live? Planning to downsize your home?
- How will your investments really convert to income?
- What lies on the road ahead? If there are detours, will you still get to your destination?
- What are the costs and limitations of Medicare? Have a plan for medical expenses?
- What is possible if you have all your resources working together in one holistic plan?
Organizing your financial life doesn’t have to be overwhelming. You will find that with a financial plan in order, you will be able to think more clearly about the future and make wiser decisions, allowing you to be free to enjoy life.
It all starts with a conversation. Let’s Talk.
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Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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A quick look at how federal income taxes work.
There are four very good reasons to start investing. Do you know what they are?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?
What are your options for investing in emerging markets?
Learn how to harness the power of compound interest for your investments.
Here’s a quick guide to checking to see if you have unclaimed money.
In life it often happens that the answers to our most pressing questions are right in our own backyards.