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.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
For homeowners who think their property taxes are too high, there are ways to appeal.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Technology tips to make your next trip even better.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Women must be ready to spend, on average, more years in retirement than men.
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”