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.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Don’t overlook the need for renter’s insurance if you rent your home.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Second marriages are a trigger event to revisit any existing estate strategies.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The federal government requires deceased individuals to file a final income tax return.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
What are your options for investing in emerging markets?
All about how missing the best market days (or the worst!) might affect your portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
It's easy to let investments accumulate like old receipts in a junk drawer.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.