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 Avantax.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn how to harness the power of compound interest for your investments.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn about cyber liability insurance in this entertaining video.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
It’s never a bad time to speak with your financial professional about changes in your situation.