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
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.