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.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
An Arm and a Leg
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.
There are ways to improve your physical fitness without denting your fiscal fitness.
A few strategies that may help you prepare for the cost of higher education.
It may help your business be better prepared in the event of the death of a principal or key employee.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Your credit score may influence how much you pay for auto and home insurance.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
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.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here are five facts about Social Security that might surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Are you ready for retirement? Here are five words you should consider.