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.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Your FICO score matters more than you may realize.
Income protection insurance can replace earnings during a disability and recovery.
Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What is Life Insurance? Part 1
Here is a quick history of the Federal Reserve and an overview of what it does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
An amusing and whimsical look at behavioral finance best practices for investors.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.