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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There are common mistakes you can avoid when saving for retirement.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Simple steps may help you foil hackers and protect your privacy.
For homeowners who think their property taxes are too high, there are ways to appeal.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Three things to consider before dipping into retirement savings to pay for college.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
How will you weather the ups and downs of the business cycle?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.