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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
For some, the social impact of investing is just as important as the return, perhaps more important.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here are five facts about Social Security that are important to keep in mind.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Gaining a better understanding of municipal bonds makes more sense than ever.
How long does a $20 bill last?
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
What does your home really cost?
How will you weather the ups and downs of the business cycle?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Recent changes in estate tax laws could affect the strategy you have in place.