Complete Planning For Maturing Professionals
With an extensive background in tax preparation, I understand the pursuit of a successful retirement, and investment planning* requires a holistic approach. By looking at your big picture tax and financial planning* needs, I can help you develop an efficient strategy for pursuing all of your objectives.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Knowing the rules may help you decide when to start benefits.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.
When do you need a will? The answer is easy: Right Now.