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.
Contact us today to schedule a free consultation meeting.
We are here to help you with your financial goals and retirement needs.
Saving for College 101
Here’s a crash course on saving for college.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A change in your mindset during retirement may drive changes to your portfolio.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
There are common mistakes you can avoid when saving for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investors seeking world investments can choose between global and international funds. What's the difference?
The decision whether to buy or rent a home may have long-term implications.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here is a quick history of the Federal Reserve and an overview of what it does.