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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
It's important to understand how inflation is reported and how it can affect investments.
When to start? Should I continue to work? How can I maximize my benefit?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Even low inflation rates over an extended period of time can impact your finances in retirement.
Your credit score may influence how much you pay for auto and home insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment 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.
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
Here’s a quick guide to checking to see if you have unclaimed money.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you found yourself suddenly single? Here are 3 steps to take right now.