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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
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.
Don’t overlook the need for renter’s insurance if you rent your home.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Gaining a better understanding of municipal bonds makes more sense than ever.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
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.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
When do you need a will? The answer is easy: right now.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.