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 money 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.
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IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For homeowners who think their property taxes are too high, there are ways to appeal.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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?
Even low inflation rates can pose a threat to investment returns.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here’s a crash course on saving for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.