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.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Military families face unique challenges, making personal finance even more critical.
Here are 4 great, and sometimes unexpected, places to raise a family.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Understanding the economy's cycles can help put current business conditions in better perspective.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Around the country, attitudes about retirement are shifting.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The market is as unpredictable as the weather. We’d love to help you prepare.