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 money 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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Currency has been around for a long time. Here’s a quick history lesson.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
It’s never a bad time to speak with your financial professional about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you have causes that you want to support with donations?
When you retire, how will you treat your next chapter?