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.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Life insurance proceeds are generally tax-free. But not in all cases.
Is your estate in order? This short quiz may help you assess your overall strategy.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Knowing the rules may help you decide when to start benefits.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How will you weather the ups and downs of the business cycle?
That big list of dreams and goals isn't the only way to look at your bucket list.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know these three personal finance sayings?
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.