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 Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
For homeowners who think their property taxes are too high, there are ways to appeal.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Are women prepared for a 20-year retirement?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
Here are five facts about Social Security that might surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Doing your research is key before buying a vacation home.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?