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.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
For homeowners who think their property taxes are too high, there are ways to appeal.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
A change in your mindset during retirement may drive changes to your portfolio.
There are common mistakes you can avoid when saving for retirement.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Are you ready for retirement? Here are five words you should consider.
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There’s an alarming difference between perception and reality for current and future retirees.