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.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Is your estate in order? This short quiz may help you assess your overall strategy.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The federal government requires deceased individuals to file a final income tax return.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The market is as unpredictable as the weather. We’d love to help you prepare.
When markets shift, experienced investors stick to their strategy.
Even low inflation rates can pose a threat to investment returns.