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.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
It may help your business be better prepared in the event of the death of a principal or key employee.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here are five facts about Social Security that are important to keep in mind.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.