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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding how a stock works is key to understanding your investments.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A bucket plan can help you be better prepared for a comfortable retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.