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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here are six flags that may make your tax return prime for an IRS audit.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Explaining the SECURE Act and how the changes affect your retirement strategy.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.