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 Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The market is as unpredictable as the weather. We’d love to help you prepare.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Building wealth requires protection from the forces of wealth destruction.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Taking your Social Security benefits at the right time may help maximize your benefit.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Recent changes in estate tax laws could affect the strategy you have in place.
Around the country, attitudes about retirement are shifting.
Smart investors take the time to separate emotion from fact.