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
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.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Saving for College 101
Here's a crash course on saving for college.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
When Markets React
When markets shift, experienced investors stick to their strategy.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.