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.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A four-step framework for building a personal legacy.
Learn when it may not make sense to file a claim on your home insurance.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Knowing your options when a CD matures can help you make a sound investment decision.
It's important to understand the pros and cons when considering a prepaid debit card.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.