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.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Four vacation destinations you might never have thought of.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Are you ready for retirement? Here are five words you should consider.
A special needs trust helps care for a special needs child when you’re gone.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Around the country, attitudes about retirement are shifting.