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.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Building wealth requires protection from the forces of wealth destruction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Have you explored all your options when it comes to managing your taxable income?
There are a few things to consider when buying or leasing your next vehicle.
Around the country, attitudes about retirement are shifting.
Smart investors take the time to separate emotion from fact.