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.
This calculator shows how inflation over the years has impacted purchasing power.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
New Retirement Contribution Limits for 2023
A look at the new, record-high retirement contribution limits from the IRS.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Whole Life insurance can add to your retirement income and allow you to live confidently.
Like it or not, taxes are part of life. Understanding them could help your tax-saving strategy.
It's important to understand the pros and cons when considering a prepaid debit card.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
These planning tips can help.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: Right Now.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.