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.
Helpful Content
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?