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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Understanding how a stock works is key to understanding your investments.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
With alternative investments, it’s critical to sort through the complexity.
Learning more about gold, and its history, may help you answer that question.
What are your options for investing in emerging markets?
What does your home really cost?