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 Business Cycle
How will you weather the ups and downs of the business cycle?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding how a stock works is key to understanding your investments.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Beware of these traps that could upend your retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are ways to improve your physical fitness without denting your fiscal fitness.
Tips to avoid checking in luggage on your next vacation.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here is a quick history of the Federal Reserve and an overview of what it does.
What if instead of buying that vacation home, you invested the money?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know how to set up your financial goals for success? This knight does.
Smart investors take the time to separate emotion from fact.