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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Healthy habits are one of the greatest gifts to give your child.
Learn a little about worldwide currency in this fun infographic
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What are your options for investing in emerging markets?
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like old receipts in a junk drawer.