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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
For some, the social impact of investing is just as important as the return, perhaps more important.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
For homeowners who think their property taxes are too high, there are ways to appeal.
However exciting retiring abroad may sound, it deserves considerable planning.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Even low inflation rates can pose a threat to investment returns.
Do you have causes that you want to support with donations? Here are three tips.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How will you weather the ups and downs of the business cycle?
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know these three personal finance sayings?