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.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Explore the growing influence women wield over the economy with this handy infographic.
Being healthy not only makes you feel good, it may also help you financially.
For many, retirement includes contributing their time and talents to an organization in need.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Overview of Medicare Advantage, what’s in them, special rules, and more.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
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.
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 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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Here’s a quick guide to checking to see if you have unclaimed money.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There’s an alarming difference between perception and reality for current and future retirees.
Learn about what risk tolerance really means in this helpful and insightful video.
All about how missing the best market days (or the worst!) might affect your portfolio.
When you retire, how will you treat your next chapter?