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.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Earnings season can move markets. What is it and why is it important?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The true cost of raising a child may be far more than you expect.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here’s a crash course on saving for college.
It’s never a bad time to speak with your financial advisor about changes in your situation.
With alternative investments, it’s critical to sort through the complexity.
How do the markets usually react to elections? Was the 2016 election any different?
Smart investors take the time to separate emotion from fact.