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.
These services are offered by Judith Shonnard through her affiliation with Avantax.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Currency has been around for a long time. Here’s a quick history lesson.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Try these activities to keep your brain sharp.
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 how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There’s an alarming difference between perception and reality for current and future retirees.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, cracking the code on bonds.
Check out this video to begin separating fact from fiction.
Bucket lists don’t have to be for tomorrow.