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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
This checklist can give you a quick snapshot of how prepared you are.
There are things about Social Security that might surprise you.
Earnings season can move markets. What is it and why is it important?
A quick look at how federal income taxes work.
Understanding how a stock works is key to understanding your investments.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If you died, what would happen to your email archives, social profiles and online accounts?
That big list of dreams and goals isn't the only way to look at your bucket list.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are hundreds of ETFs available. Should you invest in them?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.