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.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
6 Tips to Live Your Best (Retired) Life
Your clients need to focus not only on the money they'll need for retirement, but also what to do with their time
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Three important factors when it comes to your financial life.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Life insurance has a role regardless of how financially independent you are
Using Life Insurance as part of a potential business succession strategy
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.