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.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Ascertaining the value of your business is important for a variety of reasons.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
It may help your business be better prepared in the event of the death of a principal or key employee.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Investors seeking world investments can choose between global and international funds. What's the difference?
The market is as unpredictable as the weather. We’d love to help you prepare.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here is a quick history of the Federal Reserve and an overview of what it does.