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.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Six overlooked tax deductions to help manage your tax bill.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here's a breakdown of how the federal government spends your tax money.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The decision whether to buy or rent a home may have long-term implications.
Around the country, attitudes about retirement are shifting.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How will you weather the ups and downs of the business cycle?