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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
It may help your business be better prepared in the event of the death of a principal or key employee.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
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.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
How do the markets usually react to elections? Was the 2016 election any different?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the cycle of investing may help you avoid easy pitfalls.