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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Do your insurance needs stay the same when the nest empties?
Military families face unique challenges, making personal finance even more critical.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When should you take your Social Security benefit?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There’s an alarming difference between perception and reality for current and future retirees.