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 Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Do your insurance needs stay the same when the nest empties?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Four vacation destinations you might never have thought of.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A look inside the U.S. government's statistics on household net worth.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Have you found yourself suddenly single? Here are 3 steps to take right now.
Understanding the cycle of investing may help you avoid easy pitfalls.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.