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.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When considering life insurance, it's important to understand your options.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
How long does a $20 bill last?
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Women must be ready to spend, on average, more years in retirement than men.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know these three personal finance sayings?