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.
Give to Charity Without Reducing Your Legacy
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How Income Taxes Work
A quick look at how federal income taxes work.
Many parents consider financial goals to benefit their children at major milestones, whether it’s the appearance of a first..
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
How long does a $20 bill last?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
You work hard. You deserve a vacation, whether you go with family or friends or go solo. But what happens when your budget starts spiraling out of control? Here are five strategies to keep your dream vacation from turning into a nightmare.
It’s easy to feel invincible when you’re young, healthy and have a steady paycheck. After all, the chances of something catastrophic happening to you are pretty low, right?
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Learn about what risk tolerance really means in this helpful and insightful video.
Do you have causes that you want to support with donations?
What are your options for investing in emerging markets?
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.