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.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Retirees traveling abroad need to know that their health insurance travels with them.
When considering life insurance, it's important to understand your options.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
How to help determine life insurance needs to provide for your family after you pass away.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a crash course on saving for college.
All about how missing the best market days (or the worst!) might affect your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are three things to consider before dipping into retirement savings to pay for college.
Here is a quick history of the Federal Reserve and an overview of what it does.