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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Around the country, attitudes about retirement are shifting.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know how to set up your financial goals for success? This knight does.
When should you take your Social Security benefit?
Do you have causes that you want to support with donations? Here are three tips.
When do you need a will? The answer is easy: Right Now.
Do you know these three personal finance sayings?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?