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.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are four very good reasons to start investing. Do you know what they are?
Here are 4 great, and sometimes unexpected, places to raise a family.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a crash course on saving for college.
There are a few things to consider when buying or leasing your next vehicle.
Learn how to harness the power of compound interest for your investments.
For women, retirement strategy is a long race. It’s helpful to know the route.
A bucket plan can help you be better prepared for a comfortable retirement.