Your Financial Future
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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How long does a $20 bill last?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding how capital gains are taxed may help you refine your investment strategies.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are hundreds of ETFs available. Should you invest in them?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.