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.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Marriage changes everything, including your insurance needs.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
The item most homeowners forget on their home improvement project checklist is insurance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A special needs trust helps care for a special needs child when you’re gone.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Even low inflation rates can pose a threat to investment returns.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.