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.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Calculating your potential Social Security benefit is a three-step process.
Ascertaining the value of your business is important for a variety of reasons.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Do you have causes that you want to support with donations? Here are three tips.
When do you need a will? The answer is easy: Right Now.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Investors seeking world investments can choose between global and international funds. What's the difference?