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
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Technology tips to make your next trip even better.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The true cost of raising a child may be far more than you expect.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
How does your ideal retirement differ from reality, and what can we do to better align the two?
With alternative investments, it’s critical to sort through the complexity.
Do you know these three personal finance sayings?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When should you take your Social Security benefit?
The market is as unpredictable as the weather. We’d love to help you prepare.