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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There’s a link between debt and stress.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Four vacation destinations you might never have thought of.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”