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.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
For some, the social impact of investing is just as important as the return, perhaps more important.
This early financial decision could prove helpful over time.
Here are five facts about Social Security that are important to keep in mind.
Without your knowing, your investment portfolio could be off-kilter.
There are four very good reasons to start investing. Do you know what they are?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Making the most of surprises is a great reason to work with us.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Taking your Social Security benefits at the right time may help maximize your benefit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.