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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Knowing your options when a CD matures can help you make a sound investment decision.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
An inside look at how marginal income tax brackets work.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What does your home really cost?
Do you have causes that you want to support with donations? Here are three tips.
Pundits say a lot of things about the markets. Let's see if you can keep up.