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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Apps that help small business owners better manage and grow their business.
To choose a plan, it’s important to ask yourself four key questions.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Is your estate in order? This short quiz may help you assess your overall strategy.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Smart investors take the time to separate emotion from fact.
Do you know these three personal finance sayings?