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.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Simple steps may help you foil hackers and protect your privacy.
Your credit score may influence how much you pay for auto and home insurance.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Lifestyle considerations in creating your retirement portfolio.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Learn a little about worldwide currency in this fun infographic
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a crash course on saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here are five facts about Social Security that might surprise you.
Do you have causes that you want to support with donations?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Would you guess that Millennials are effectively saving for retirement? Well, they are.