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.
Helpful Content
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”