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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
It may help your business be better prepared in the event of the death of a principal or key employee.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
How long does a $20 bill last?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
A bucket plan can help you be better prepared for a comfortable retirement.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are you ready for retirement? Here are five words you should consider.
All about how missing the best market days (or the worst!) might affect your portfolio.