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.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
To choose a plan, it’s important to ask yourself four key questions.
Marriage changes everything, including your insurance needs.
Here are six flags that may make your tax return prime for an IRS audit.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
There are some smart strategies that may help you pursue your investment objectives
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.
Here is a quick history of the Federal Reserve and an overview of what it does.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
$1 million in a diversified portfolio could help finance part of your retirement.
How will you weather the ups and downs of the business cycle?
The market is as unpredictable as the weather. We’d love to help you prepare.
A special needs trust helps care for a special needs child when you’re gone.