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.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A few strategies that may help you prepare for the cost of higher education.
A change in your mindset during retirement may drive changes to your portfolio.
This worksheet can help you estimate the costs of a four-year college program.
Don’t overlook the need for renter’s insurance if you rent your home.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are hundreds of ETFs available. Should you invest in them?
How do the markets usually react to elections? Was the 2016 election any different?
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know these three personal finance sayings?
Here’s a quick guide to checking to see if you have unclaimed money.