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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
When you’re married and have children, insurance needs will be different.
A four-step framework for building a personal legacy.
Tips on insuring your teen driver.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Is your estate in order? This short quiz may help you assess your overall strategy.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.