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.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
One way to find money is to examine your current spending habits and eliminate money wasters.
It sounds simple, but paying yourself first can really pay off.
What can be learned from the savings rate?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a crash course on saving for college.
With alternative investments, it’s critical to sort through the complexity.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How does your ideal retirement differ from reality, and what can we do to better align the two?