Maximize Your Social Security
Using software, we analyze hundreds of possible election strategies and identify the one that offers the highest lifetime value. Electing Social Security is one of the biggest decisions you'll make about retirement. Many people stand to gain or lose more than $100,000 in benefits depending on how they make this one decision.
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.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, 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.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This article may help you maximize the benefits of your donation for your chosen charity.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Understanding the economy's cycles can help put current business conditions in better perspective.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
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.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The decision whether to buy or rent a home may have long-term implications.
There are three things to consider before dipping into retirement savings to pay for college.