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.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Marriage changes everything, including your insurance needs.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Calculating your potential Social Security benefit is a three-step process.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Why are 401(k) plans, annuities, and IRAs so popular?
It’s never a bad time to speak with your financial professional about changes in your situation.
How does your ideal retirement differ from reality, and what can we do to better align the two?