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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Good employee health can be great for the company’s bottom line.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Healthy habits are one of the greatest gifts to give your child.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Smart investors take the time to separate emotion from fact.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?