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 health. 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 for a financial blueprint.
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.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values nor is past performance a guarantee of future results.
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Helpful Content
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.