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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
However exciting retiring abroad may sound, it deserves considerable planning.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
Learn more about women taking control of their finances with this infographic.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How will you weather the ups and downs of the business cycle?
What does your home really cost?
When do you need a will? The answer is easy: Right Now.
It's easy to let investments accumulate like old receipts in a junk drawer.