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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Overview of Medicare Advantage, what’s in them, special rules, and more.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
How long does a $20 bill last?
A change in your mindset during retirement may drive changes to your portfolio.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When markets shift, experienced investors stick to their strategy.