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.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
One of the most common questions people ask about Social Security is when they should start taking benefits.
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.
For some, the social impact of investing is just as important as the return, perhaps more important.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
It may help your business be better prepared in the event of the death of a principal or key employee.
Four vacation destinations you might never have thought of.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Have you explored all your options when it comes to managing your taxable income?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When do you need a will? The answer is easy: Right Now.
A bucket plan can help you be better prepared for a comfortable retirement.
There are a few things to consider when buying or leasing your next vehicle.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?