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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Being healthy not only makes you feel good, it may also help you financially.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here’s a guide to explain all the parts of Medicare.
Try these activities to keep your brain sharp.
These food myths will really put a drain on your wallet.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A bucket plan can help you be better prepared for a comfortable retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.