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.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Second marriages are a trigger event to revisit any existing estate strategies.
Lifestyle considerations in creating your retirement portfolio.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Smart investors take the time to separate emotion from fact.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When do you need a will? The answer is easy: Right Now.