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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
When to start? Should I continue to work? How can I maximize my benefit?
A four-step framework for building a personal legacy.
There are common mistakes you can avoid when saving for retirement.
Bonds may outperform stocks one year only to have stocks rebound the next.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
You’ve made investments your whole life. Work with us to help make the most of them.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, cracking the code on bonds.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What is your plan for health care during retirement?