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 HD Vest
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
It may help your business be better prepared in the event of the death of a principal or key employee.
To choose a plan, it’s important to ask yourself four key questions.
How to help determine life insurance needs to provide for your family after you pass away.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Do you know how to set up your financial goals for success? This knight does.
How will you weather the ups and downs of the business cycle?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Taking your Social Security benefits at the right time may help maximize your benefit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.