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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
To choose a plan, it’s important to ask yourself four key questions.
A quick look at how federal income taxes work.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A bucket plan can help you be better prepared for a comfortable retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Recent changes in estate tax laws could affect the strategy you have in place.
Making the most of surprises is a great reason to work with us.
Taking your Social Security benefits at the right time may help maximize your benefit.