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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Don’t overlook the need for renter’s insurance if you rent your home.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A windfall from a loved one can be both rewarding and complicated.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Bucket lists don’t have to be for tomorrow.
When markets shift, experienced investors stick to their strategy.
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.
Check out this video to begin separating fact from fiction.