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
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know where the idea of “retirement” comes from?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate conservation is too important to put off. Do you have a smart exit strategy?