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.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
For some, the social impact of investing is just as important as the return, perhaps more important.
Is your estate in order? This short quiz may help you assess your overall strategy.
Important items to consider when purchasing condo insurance.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are Real Estate Investment Trusts right for your portfolio?