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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Retirees traveling abroad need to know that their health insurance travels with them.
Five phases to changing unhealthy behaviors.
Understanding how a stock works is key to understanding your investments.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
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.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Savvy investors take the time to separate emotion from fact.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Make your retirement as exciting as your next vacation.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Explaining the SECURE Act and how the changes affect your retirement strategy.