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.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Currency has been around for a long time. Here’s a quick history lesson.
Learn how to address the challenges that women face when planning for retirement.
One way to find money is to examine your current spending habits and eliminate money wasters.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
It’s never a bad time to speak with your financial professional about changes in your situation.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
All about how missing the best market days (or the worst!) might affect your portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.