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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
If you find it hard to attain personal life goals, there’s an app for that!
Here’s a guide to explain all the parts of Medicare.
Do you know where the idea of “retirement” comes from?
For many, retirement includes contributing their time and talents to an organization in need.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
All about how missing the best market days (or the worst!) might affect your portfolio.