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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
This article may help you maximize the benefits of your donation for your chosen charity.
Understanding how a stock works is key to understanding your investments.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
$1 million in a diversified portfolio could help finance part of your retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Understanding the cycle of investing may help you avoid easy pitfalls.
Here’s a quick guide to checking to see if you have unclaimed money.