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.
Making the most of surprises is a great reason to work with us.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Try these activities to keep your brain sharp.
The federal government requires deceased individuals to file a final income tax return.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Even if you’re young and single, you should still consider protecting yourself.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
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 importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
What does your home really cost?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here is a quick history of the Federal Reserve and an overview of what it does.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What is your plan for health care during retirement?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?