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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Ascertaining the value of your business is important for a variety of reasons.
Probate can be a completely public process, or it can be managed to include as little information as possible.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How Medicare can address health care needs in your retirement strategy.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
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
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What if instead of buying that vacation home, you invested the money?
Learn about the importance of having an estate strategy in this helpful and informative video.
When do you need a will? The answer is easy: Right Now.
With alternative investments, it’s critical to sort through the complexity.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.