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.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
There’s a link between debt and stress.
There are four very good reasons to start investing. Do you know what they are?
A collection of tips from professional travelers.
Five strategies for managing your student debt.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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 importance of life insurance, how it works, and how much coverage you need.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It’s never a bad time to speak with your financial professional about changes in your situation.
When markets shift, experienced investors stick to their strategy.
Do you have causes that you want to support with donations?