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 financial 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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
How Income Taxes Work
A quick look at how federal income taxes work.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Knowing the rules may help you decide when to start benefits.
Ascertaining the value of your business is important for a variety of reasons.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Around the country, attitudes about retirement are shifting.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If you died, what would happen to your email archives, social profiles and online accounts?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
Here are five facts about Social Security that might surprise you.