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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Try these activities to keep your brain sharp.
Five strategies for managing your student debt.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Five phases to changing unhealthy behaviors.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here are five facts about Social Security that might surprise you.
There are hundreds of ETFs available. Should you invest in them?
$1 million in a diversified portfolio could help finance part of your retirement.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.