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.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Do you have an estate strategy? You should.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a quick guide to checking to see if you have unclaimed money.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It’s never a bad time to speak with your financial advisor about changes in your situation.