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.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Being healthy not only makes you feel good, it may also help you financially.
Learn a little about worldwide currency in this fun infographic
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know these three personal finance sayings?
$1 million in a diversified portfolio could help finance part of your retirement.