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.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding how capital gains are taxed may help you refine your investment strategies.
Currency has been around for a long time. Here’s a quick history lesson.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
Making the most of surprises is a great reason to work with us.
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a crash course on saving for college.