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.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
There are ways to improve your physical fitness without denting your fiscal fitness.
A quick look at how federal income taxes work.
If you find it hard to attain personal life goals, there’s an app for that!
A four-step framework for building a personal legacy.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Four vacation destinations you might never have thought of.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The decision whether to buy or rent a home may have long-term implications.
There are three things to consider before dipping into retirement savings to pay for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.