Your Financial Future
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.
Investment and financial planning services are offered by Jan Towne through her affiliation with HD Vest.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding how capital gains are taxed may help you refine your investment strategies.
Here are five facts about Social Security that are important to keep in mind.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
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.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?