Your Financial Resource
A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs.
Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.*
I specialize in helping my clients meet their retirement goals by providing them the guidance they need to achieve the retirement of their dreams. And I can help you do the same, through an investment strategy designed to meet your needs.
If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call or e-mail me. I can help you make sense of the information you're receiving.
* Social Security Administration
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- College planning - long-term planning to ensure you’re ready when your children are
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
How Income Taxes Work
A quick look at how federal income taxes work.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This checklist can give you a quick snapshot of how prepared you are.
Important items to consider when purchasing condo insurance.
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
That big list of dreams and goals isn't the only way to look at your bucket list.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
With alternative investments, it’s critical to sort through the complexity.
A special needs trust helps care for a special needs child when you’re gone.