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 financial 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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Five phases to changing unhealthy behaviors.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Even if you’re young and single, you should still consider protecting yourself.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
It's easy to let investments accumulate like old receipts in a junk drawer.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There are hundreds of ETFs available. Should you invest in them?
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.