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.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
It's important to understand the pros and cons when considering a prepaid debit card.
A quick look at how federal income taxes work.
Life insurance proceeds are generally tax-free. But not in all cases.
This article may help you maximize the benefits of your donation for your chosen charity.
There are things about Social Security that might surprise you.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about what risk tolerance really means in this helpful and insightful video.
If you died, what would happen to your email archives, social profiles and online accounts?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Investors seeking world investments can choose between global and international funds. What's the difference?