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.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Making the most of surprises is a great reason to work with us.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
To choose a plan, it’s important to ask yourself four key questions.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here are five facts about Social Security that are important to keep in mind.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
This article will help your clients with blended families think and prepare their estate strategy.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
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.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When markets shift, experienced investors stick to their strategy.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Even low inflation rates can pose a threat to investment returns.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?