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.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
In the face of divorce, making changes to insurance coverage may be overlooked.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Military families face unique challenges, making personal finance even more critical.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.