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.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When considering life insurance, it's important to understand your options.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When markets shift, experienced investors stick to their strategy.