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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Marriage changes everything, including your insurance needs.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Currency has been around for a long time. Here’s a quick history lesson.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What are your options for investing in emerging markets?