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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Second marriages are a trigger event to revisit any existing estate strategies.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Building wealth requires protection from the forces of wealth destruction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a quick guide to checking to see if you have unclaimed money.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
2018 could be shaping up to be an interesting year.