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
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
View all articles 
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Saving for College
This calculator can help you estimate how much you should be saving for college.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
When Markets React
When markets shift, experienced investors stick to their strategy.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.