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 a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Tips on insuring your teen driver.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Life insurance proceeds are generally tax-free. But not in all cases.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Even low inflation rates can pose a threat to investment returns.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are Real Estate Investment Trusts right for your portfolio?
Do you have causes that you want to support with donations? Here are three tips.