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.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How Income Taxes Work
A quick look at how federal income taxes work.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Knowing the rules may help you decide when to start benefits.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The importance of life insurance, how it works, and how much coverage you need.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investors seeking world investments can choose between global and international funds. What's the difference?
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?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you found yourself suddenly single? Here are 3 steps to take right now.