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.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Four vacation destinations you might never have thought of.
The uncertainties we face in retirement can erode our sense of confidence.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Tips on insuring your teen driver.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Why are 401(k) plans, annuities, and IRAs so popular?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Would you guess that Millennials are effectively saving for retirement? Well, they are.