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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Can you keep up with your children’s mobile slang?
There are four very good reasons to start investing. Do you know what they are?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
Are Real Estate Investment Trusts right for your portfolio?
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.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Would you guess that Millennials are effectively saving for retirement? Well, they are.