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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How Income Taxes Work
A quick look at how federal income taxes work.
It's important to understand the pros and cons when considering a prepaid debit card.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
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.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A special needs trust helps care for a special needs child when you’re gone.
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Peer-to-peer payment apps are one of the newest ways to send money.
Investors seeking world investments can choose between global and international funds. What's the difference?