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.
Helpful Content
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
How Income Taxes Work
A quick look at how federal income taxes work.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When Markets React
When markets shift, experienced investors stick to their strategy.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?