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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
A quick look at how federal income taxes work.
What kind of auto insurance should you have? Do you know?
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Your credit score may influence how much you pay for auto and home insurance.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Here’s a quick guide to checking to see if you have unclaimed money.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
That big list of dreams and goals isn't the only way to look at your bucket list.
There are hundreds of ETFs available. Should you invest in them?
A special needs trust helps care for a special needs child when you’re gone.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.