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.
Helpful Content
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Have You Planned Your Succession Yet?
If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Retirement Redefined
Around the country, attitudes about retirement are shifting.