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.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Good employee health can be great for the company’s bottom line.
These food myths will really put a drain on your wallet.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Lifestyle considerations in creating your retirement portfolio.
If you find it hard to attain personal life goals, there’s an app for that!
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how to set up your financial goals for success? This knight does.
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
All about how missing the best market days (or the worst!) might affect your portfolio.