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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Try these activities to keep your brain sharp.
One way to find money is to examine your current spending habits and eliminate money wasters.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
What’s the deal with your yearly free credit report?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Around the country, attitudes about retirement are shifting.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If you died, what would happen to your email archives, social profiles and online accounts?
Investors seeking world investments can choose between global and international funds. What's the difference?