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.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
It's important to make sure your retirement strategy anticipates health-care expenses.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding how capital gains are taxed may help you refine your investment strategies.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
Are you ready for retirement? Here are five words you should consider.
Have you explored all your options when it comes to managing your taxable income?
It's easy to let investments accumulate like old receipts in a junk drawer.
If you died, what would happen to your email archives, social profiles and online accounts?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.