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.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn how to address the challenges that women face when planning for retirement.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
It's important to understand the pros and cons when considering a prepaid debit card.
A quick look at how federal income taxes work.
Your credit score may influence how much you pay for auto and home insurance.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
What does your home really cost?
Bucket lists don’t have to be for tomorrow.
A bucket plan can help you be better prepared for a comfortable retirement.
Savvy investors take the time to separate emotion from fact.
Learn about cyber liability insurance in this entertaining video.
Understanding the cycle of investing may help you avoid easy pitfalls.