Financial Solutions for the "Golden Years"
From my 30 years experience of helping 1000's of retirees, I am well acquainted with the risks that individuals face in meeting their retirement goals. My mission is to help individuals plan, implement, and manage every phase of their financial life with the goal that their "Golden Years" are just that, truly "Golden".
I invite you to take a moment to browse through my website. I have made available practical tips and resources to assist you in planning for your retirement.
Would like to know more? Please feel free to contact me at email@example.com or call 410-647-0990. We are conveniently located in Severna Park in Anne Arundel County serving Annapolis, Baltimore, and surrounding areas.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, infiltrating the world of bonds.
A look inside the U.S. government's statistics on household net worth.
This worksheet can help you estimate the costs of a four-year college program.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Building wealth requires protection from the forces of wealth destruction.
Important items to consider when purchasing condo insurance.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
Are Real Estate Investment Trusts right for your portfolio?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?