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.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Apps that help small business owners better manage and grow their business.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Good employee health can be great for the company’s bottom line.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
Principles that can help create a portfolio designed to pursue investment goals.
With alternative investments, it’s critical to sort through the complexity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.
Are you ready for retirement? Here are five words you should consider.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The average retirement lasts for 18 years. Are you prepared to fill that many days?