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.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Rightsizing for Retirement
What does your home really cost?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
An increasing number have been developed to help individuals with their personal finances.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Even if you’re young and single, you should still consider protecting yourself.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here is a quick history of the Federal Reserve and an overview of what it does.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations? Here are three tips.