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 Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
An increasing number have been developed to help individuals with their personal finances.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
How long does a $20 bill last?
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all of your choices when it comes to managing your taxable income?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
How will you weather the ups and downs of the business cycle?