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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
A change in your mindset during retirement may drive changes to your portfolio.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
When considering life insurance, it's important to understand your options.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Learn about cyber liability insurance in this entertaining video.
What is your plan for health care during retirement?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.