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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Lifestyle considerations in creating your retirement portfolio.
Here are 5 reason why you may consider working through retirement.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Principles that can help create a portfolio designed to pursue investment goals.
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.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are a few things to consider when buying or leasing your next vehicle.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Check out this video to begin separating fact from fiction.
A special needs trust helps care for a special needs child when you’re gone.
Doing your research is key before buying a vacation home.
How will you weather the ups and downs of the business cycle?