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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Term insurance is the simplest form of life insurance. Here's how it works.
A few strategies that may help you prepare for the cost of higher education.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Marriage changes everything, including your insurance needs.
Five phases to changing unhealthy behaviors.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Why are 401(k) plans, annuities, and IRAs so popular?
It's easy to let investments accumulate like old receipts in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.