Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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.
The Elite Financial Network
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. 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, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, 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.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
When it comes to generational differences, knowing the facts can be difficult.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
This early financial decision could prove helpful over time.
Without your knowing, your investment portfolio could be off-kilter.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn how to harness the power of compound interest for your investments.
There are three things to consider before dipping into retirement savings to pay for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
What if instead of buying that vacation home, you invested the money?