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.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Simple steps may help you foil hackers and protect your privacy.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Do your insurance needs stay the same when the nest empties?
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
What does your home really cost?
Even low inflation rates can pose a threat to investment returns.
With alternative investments, it’s critical to sort through the complexity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Pundits say a lot of things about the markets. Let's see if you can keep up.
All about how missing the best market days (or the worst!) might affect your portfolio.