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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Building wealth requires protection from the forces of wealth destruction.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
A four-step framework for building a personal legacy.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn about cyber liability insurance in this entertaining video.
You’ve made investments your whole life. Work with us to help make the most of them.
Savvy investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.