Your Financial Future
Today’s economic and tax 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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Do you know where the idea of “retirement” comes from?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When you’re married and have children, insurance needs will be different.
Important items to consider when purchasing condo insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
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.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?
Women must be ready to spend, on average, more years in retirement than men.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you found yourself suddenly single? Here are 3 steps to take right now.