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.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A four-step framework for building a personal legacy.
Five creative (and inexpensive) ideas for motivating your employees.
Being healthy not only makes you feel good, it may also help you financially.
Good employee health can be great for the company’s bottom line.
Learn a little about worldwide currency in this fun infographic
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
There are a few things to consider when buying or leasing your next vehicle.
Do you know these three personal finance sayings?
Estate conservation is too important to put off. Do you have a smart exit strategy?
What are your options for investing in emerging markets?
Do you have causes that you want to support with donations? Here are three tips.