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.
Helpful Content
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Surprises
Making the most of surprises is a great reason to work with us.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.