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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
When you’re married and have children, insurance needs will be different.
How to help determine life insurance needs to provide for your family after you pass away.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
If you died, what would happen to your email archives, social profiles and online accounts?
It's easy to let investments accumulate like old receipts in a junk drawer.
There’s an alarming difference between perception and reality for current and future retirees.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Making the most of surprises is a great reason to work with us.