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
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Saving for College 101
Here's a crash course on saving for college.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.