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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The History of Retirement
Do you know where the idea of “retirement” comes from?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Do you have an estate strategy? You should.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Here are six flags that may make your tax return prime for an IRS audit.
If you find it hard to attain personal life goals, there’s an app for that!
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
An increasing number have been developed to help individuals with their personal finances.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are hundreds of ETFs available. Should you invest in them?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.