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.
Pay it Forward: Financial Wellness for Employees
Are your employees experiencing financial stress? To answer this question, companies are increasingly offering financial wellness training to employees.
Grief and Finances: Communication to Financial Preparedness
The unpredictability of life can sometimes leave us feeling overwhelmed with grief. For some, that may be a monetary change brought about by the loss of a job or significant financial setback. While others may...
How to Spend Again After Saving
When people save, it brings life rewards. But sometimes after being on your best money behavior for a long time, you want to cut loose and spend. It can happen whether you’ve been saving to buy a home, rejoined the workforce or survived a global pandemic.
The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?
One of the strangest developments in the ever-evolving child-parent relationship is reaching the point when an adult child starts dispensing advice to his or her parents. It’s a profound, but natural turning point in the relationship.
This early financial decision could prove helpful over time.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Second marriages are a trigger event to revisit any existing estate strategies.
“Cut spending.” “Slash expenses.” “Avoid shopping.” The overwhelming advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to be good financial managers.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Here is a quick history of the Federal Reserve and an overview of what it does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?