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.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Ascertaining the value of your business is important for a variety of reasons.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Is your estate in order? This short quiz may help you assess your overall strategy.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Savvy investors take the time to separate emotion from fact.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.