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.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Understanding how capital gains are taxed may help you refine your investment strategies.
The true cost of raising a child may be far more than you expect.
Here are 4 great, and sometimes unexpected, places to raise a family.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?
That big list of dreams and goals isn't the only way to look at your bucket list.
Why are 401(k) plans, annuities, and IRAs so popular?