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.
Bursting the Bubble
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding how a stock works is key to understanding your investments.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement 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.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.