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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Term insurance is the simplest form of life insurance. Here's how it works.
There are things about Social Security that might surprise you.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How to help determine life insurance needs to provide for your family after you pass away.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Understanding the economy's cycles can help put current business conditions in better perspective.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.