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 Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding the economy's cycles can help put current business conditions in better perspective.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A quick look at how federal income taxes work.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Women must be ready to spend, on average, more years in retirement than men.
With alternative investments, it’s critical to sort through the complexity.
What is your plan for health care during retirement?
Have you found yourself suddenly single? Here are 3 steps to take right now.