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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
2017 Year in Review
Take a look at this 2017 Market Recap.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
It's important to understand the pros and cons when considering a prepaid debit card.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Your credit score may influence how much you pay for auto and home insurance.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Being healthy not only makes you feel good, it may also help you financially.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement 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
When should you take your Social Security benefit?
How will you weather the ups and downs of the business cycle?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
That big list of dreams and goals isn't the only way to look at your bucket list.
Taking your Social Security benefits at the right time may help maximize your benefit.
There’s an alarming difference between perception and reality for current and future retirees.