Candice Mills, CLU, CFP®, Financial Advisor
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What kind of auto insurance should you have? Do you know?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
If you find it hard to attain personal life goals, there’s an app for that!
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
What does your home really cost?
Smart investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, cracking the code on bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.