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.
Helpful Content
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Mentorship for Entrepreneurs: An Invaluable Resource
Entrepreneurship can be a rewarding but solitary pursuit.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
All Under One Roof
Consolidating your assets onto one platform can reap multiple benefits.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Is Your Financial House Haunted?
There is nothing to fear but fear itself, especially when it comes to personal finances.
View all articles 
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.