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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Emerging Market Opportunities
What are your options for investing in emerging markets?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Five phases to changing unhealthy behaviors.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How to help determine life insurance needs to provide for your family after you pass away.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
That big list of dreams and goals isn't the only way to look at your bucket list.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Investors seeking world investments can choose between global and international funds. What's the difference?
Around the country, attitudes about retirement are shifting.