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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
It's important to understand the pros and cons when considering a prepaid debit card.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Help your clients with these practical steps to make the most of their six-figure income.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
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 some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Around the country, attitudes about retirement are shifting.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A special needs trust helps care for a special needs child when you’re gone.