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.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Bonds may outperform stocks one year only to have stocks rebound the next.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
If you died, what would happen to your email archives, social profiles and online accounts?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
When do you need a will? The answer is easy: Right Now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How will you weather the ups and downs of the business cycle?