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.
Helpful Content
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.