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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
It's important to understand how inflation is reported and how it can affect investments.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are hundreds of ETFs available. Should you invest in them?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?