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
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
The Business Cycle
How will you weather the ups and downs of the business cycle?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.