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 Cambridge Investment.
Helpful Content
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When Markets React
When markets shift, experienced investors stick to their strategy.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?