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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Here are 4 great, and sometimes unexpected, places to raise a family.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Have you found yourself suddenly single? Here are 3 steps to take right now.
That big list of dreams and goals isn't the only way to look at your bucket list.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?