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
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.