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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here’s a guide to explain all the parts of Medicare.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Do you have an estate strategy? You should.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
It's easy to let investments accumulate like old receipts in a junk drawer.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are hundreds of ETFs available. Should you invest in them?
What is your plan for health care during retirement?
When should you take your Social Security benefit?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.