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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
However exciting retiring abroad may sound, it deserves considerable planning.
Here are five facts about Social Security that are important to keep in mind.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding the economy's cycles can help put current business conditions in better perspective.
A quick look at how federal income taxes work.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
How will you weather the ups and downs of the business cycle?
If you died, what would happen to your email archives, social profiles and online accounts?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A bucket plan can help you be better prepared for a comfortable retirement.