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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
This worksheet can help you estimate the costs of a four-year college program.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Five strategies for managing your student debt.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator can help you estimate how much you may need to save for retirement.
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.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
For women, retirement strategy is a long race. It’s helpful to know the route.
Do you have causes that you want to support with donations? Here are three tips.
What is your plan for health care during retirement?
Pundits say a lot of things about the markets. Let's see if you can keep up.