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.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Knowing your options when a CD matures can help you make a sound investment decision.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Six overlooked tax deductions to help manage your tax bill.
Marriage changes everything, including your insurance needs.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are five facts about Social Security that might surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a few things to consider when buying or leasing your next vehicle.