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
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Saving for College 101
Here's a crash course on saving for college.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!