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.
Click here to see if your risk and portfolio match
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The uncertainties we face in retirement can erode our sense of confidence.
Term insurance is the simplest form of life insurance. Here's how it works.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a crash course on saving for college.