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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Here are six flags that may make your tax return prime for an IRS audit.
Second marriages are a trigger event to revisit any existing estate strategies.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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 key concepts to understand when investing for retirement
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.
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
Are you ready for retirement? Here are five words you should consider.
Are Real Estate Investment Trusts right for your portfolio?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.