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 Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Looking ahead can help you conquer these unique obstacles.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Couples may be able to head off many of the problems in a marriage that money can cause.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Savvy investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are three things to consider before dipping into retirement savings to pay for college.