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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Knowing the rules may help you decide when to start benefits.
A look inside the U.S. government's statistics on household net worth.
Ascertaining the value of your business is important for a variety of reasons.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
Making the most of surprises is a great reason to work with us.
Understanding the cycle of investing may help you avoid easy pitfalls.