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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Understanding the economy's cycles can help put current business conditions in better perspective.
Simple steps may help you foil hackers and protect your privacy.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
It sounds simple, but paying yourself first can really pay off.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A bucket plan can help you be better prepared for a comfortable retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.