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 financial 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.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
An inside look at how marginal income tax brackets work.
Knowing the rules may help you decide when to start benefits.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are a few things to consider when buying or leasing your next vehicle.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Understanding the cycle of investing may help you avoid easy pitfalls.