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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A change in your mindset during retirement may drive changes to your portfolio.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Couples may be able to head off many of the problems in a marriage that money can cause.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment 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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
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?”
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?
Learning more about gold, and its history, may help you answer that question.
Estate conservation is too important to put off. Do you have a smart exit strategy?