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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The true cost of raising a child may be far more than you expect.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Five strategies for managing your student debt.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Pundits say a lot of things about the markets. Let's see if you can keep up.
You’ve made investments your whole life. Work with us to help make the most of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a crash course on saving for college.
There are hundreds of ETFs available. Should you invest in them?