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 money 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.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Tax preparation may be the perfect time to give the household budget a check-up.
Here's a breakdown of how the federal government spends your tax money.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How to help determine life insurance needs to provide for your family after you pass away.
Learn all about Medicare basics in this informative and insightful article.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement 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.
When you retire, how will you treat your next chapter?
Why are 401(k) plans, annuities, and IRAs so popular?
Have you explored all your options when it comes to managing your taxable income?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How does your ideal retirement differ from reality, and what can we do to better align the two?
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.