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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
As quarterback of your life, here’s a fun way to think about protecting your financial future.
These food myths will really put a drain on your wallet.
Women are becoming entrepreneurs at five times the national average1 — and their businesses are powering the economy, employing nearly 7.9 million people and generating $1.4 trillion in sales.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Overview of Medicare Advantage, what’s in them, special rules, and more.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
It's easy to let investments accumulate like old receipts in a junk drawer.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Savvy investors take the time to separate emotion from fact.
A couple become Retirement Plan Detectives, searching records from old employers.