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 Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
There are four very good reasons to start investing. Do you what they are?
Healthy habits are one of the greatest gifts to give your child.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
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.
Learn more about taxes, tax-favored investing, and tax strategies.
With alternative investments, it’s critical to sort through the complexity.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are Real Estate Investment Trusts right for your portfolio?