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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
How long does a $20 bill last?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Why are 401(k) plans, annuities, and IRAs so popular?
When markets shift, experienced investors stick to their strategy.
Bucket lists don’t have to be for tomorrow.
When do you need a will? The answer is easy: Right Now.
There are three things to consider before dipping into retirement savings to pay for college.