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.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What is your plan for health care during retirement?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.