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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
The Fed and How It Got That Way
A quick history of the Federal Reserve and overview of what it does.
Simple steps may help you foil hackers and protect your privacy.
Try these activities to keep your brain sharp.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Gaining a better understanding of municipal bonds makes more sense than ever.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s an alarming difference between perception and reality for current and future retirees.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
There are things you can do to keep yourself safe when you lose your wallet.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.