The Cycle of Investing Perception vs. Reality
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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.

Helpful Content

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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