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 financial 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.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
For many, retirement includes contributing their time and talents to an organization in need.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Understanding how a stock works is key to understanding your investments.
How long does a $20 bill last?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Pundits say a lot of things about the markets. Let's see if you can keep up.
That big list of dreams and goals isn't the only way to look at your bucket list.
Peer-to-peer payment apps are one of the newest ways to send money.