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Calculators

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Videos

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“...at the end of the day it’s not how much money you make...it’s how much money you keep!”

How involved are you with your family's finances? What is right for someone else may not be right for you. With all of the options out there, you need to be sure you're implementing the best strategies while still sleeping soundly at night. Verna's responsibility is first to listen and then to guide you comfortably on a path to making the best choices for your circumstances. She encourages questions and insightful discussion to build a mutually honest relationship as a valued and trusted financial resource for all of her clients.

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Newsletters

The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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