Broker Check

PO Box 372
107 Pearl Street
Cochranton, PA 16314

Judith Shonnard

(814) 425-3953

 
No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal

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

Helpful Content

2017 Year in Review

2017 Year in Review

Take a look at this 2017 Market Recap.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

 

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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