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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are things you can do to keep yourself safe when you lose your wallet.