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.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Purchasing homeowners insurance is critical for protecting your home.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?
All about how missing the best market days (or the worst!) might affect your portfolio.