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.
Helpful Content
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.