Retirement, Financial Planning, Insurance, Investment Management in Reno
A Client-Centered Approach and it’s about you. Joanna is here to help you:
- Save for retirement-before and during your retirement years
- Protect your family or business with risk management solutions
- Save for college expenses
- Minimize taxes through tax-advantage investing
- Create lifetime income strategies
- Maintain your independence with long-term care insurance
- Save for something special (wedding, vacation, second home, etc.)
- Gain confidence in your investment choices
- Increase your understanding of Social Security
- Preserve your wealth and fulfill your charitable wishes.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Don’t overlook the need for renter’s insurance if you rent your home.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A letter of instruction provides additional and more personal information regarding your estate.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
There are a number of ways to withdraw money from a qualified retirement plan.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There’s an alarming difference between perception and reality for current and future retirees.
When should you take your Social Security benefit?
You’ve made investments your whole life. Work with us to help make the most of them.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.