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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Apps that help small business owners better manage and grow their business.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Second marriages are a trigger event to revisit any existing estate strategies.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here's a breakdown of how the federal government spends your tax money.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A special needs trust helps care for a special needs child when you’re gone.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
How do the markets usually react to elections? Was the 2016 election any different?