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.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
For many, retirement includes contributing their time and talents to an organization in need.
Why are they made again and again? Making sense of these errors in judgement.
Building wealth requires protection from the forces of wealth destruction.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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 determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Even low inflation rates can pose a threat to investment returns.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Imagine your ideal post-pandemic retirement with this animated video.