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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Five creative (and inexpensive) ideas for motivating your employees.
Gaining a better understanding of municipal bonds makes more sense than ever.
The uncertainties we face in retirement can erode our sense of confidence.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
How federal estate taxes work, plus estate management documents and tactics.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How will you weather the ups and downs of the business cycle?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What are your options for investing in emerging markets?