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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The uncertainties we face in retirement can erode our sense of confidence.
Beware of these traps that could upend your retirement.
However exciting retiring abroad may sound, it deserves considerable planning.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Why are 401(k) plans, annuities, and IRAs so popular?
Make your retirement as exciting as your next vacation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
Bucket lists don’t have to be for tomorrow.