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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
An inside look at how marginal income tax brackets work.
The federal government requires deceased individuals to file a final income tax return.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What if instead of buying that vacation home, you invested the money?
What is your plan for health care during retirement?
Estate conservation is too important to put off. Do you have a smart exit strategy?