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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Four vacation destinations you might never have thought of.
The federal government requires deceased individuals to file a final income tax return.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Being healthy not only makes you feel good, it may also help you financially.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Have you found yourself suddenly single? Here are 3 steps to take right now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.