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.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Around the country, attitudes about retirement are shifting.
Your credit score may influence how much you pay for auto and home insurance.
Couples may be able to head off many of the problems in a marriage that money can cause.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Here’s a guide to explain all the parts of Medicare.
Retirees traveling abroad need to know that their health insurance travels with them.
Ascertaining the value of your business is important for a variety of reasons.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Taking your Social Security benefits at the right time may help maximize your benefit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What if instead of buying that vacation home, you invested the money?
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.