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.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Learn a little about worldwide currency in this fun infographic
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Bonds may outperform stocks one year only to have stocks rebound the next.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
With alternative investments, it’s critical to sort through the complexity.
Here’s a crash course on saving for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
When do you need a will? The answer is easy: Right Now.
There are three things to consider before dipping into retirement savings to pay for college.