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What Smart Investors Know Rightsizing for Retirement Ready for Retirement? Social Security: By the Numbers
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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.

Helpful Content

How Financial Advisors Are Compensated

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?

When do you need a will? The answer is easy: Right Now.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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