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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Women must be ready to spend, on average, more years in retirement than men.
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
With alternative investments, it’s critical to sort through the complexity.
Do you know these three personal finance sayings?