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.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
It sounds simple, but paying yourself first can really pay off.
Five strategies for managing your student debt.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Apps that help small business owners better manage and grow their business.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How does your ideal retirement differ from reality, and what can we do to better align the two?
When should you take your Social Security benefit?
Why are 401(k) plans, annuities, and IRAs so popular?