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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
An inside look at how marginal income tax brackets work.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn a little about worldwide currency in this fun infographic
A quick look at how federal income taxes work.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
When should you take your Social Security benefit?
All about how missing the best market days (or the worst!) might affect your portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
With alternative investments, it’s critical to sort through the complexity.
Do you know how to set up your financial goals for success? This knight does.
There are hundreds of ETFs available. Should you invest in them?