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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
You’ve made investments your whole life. Work with us to help make the most of them.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
It sounds simple, but paying yourself first can really pay off.
When to start? Should I continue to work? How can I maximize my benefit?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator can help you estimate how much you may need to save for retirement.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?
Do you have causes that you want to support with donations? Here are three tips.
It's easy to let investments accumulate like old receipts in a junk drawer.