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.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A letter of instruction provides additional and more personal information regarding your estate.
Your credit score may influence how much you pay for auto and home insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: Right Now.
Bucket lists don’t have to be for tomorrow.
An amusing and whimsical look at behavioral finance best practices for investors.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.