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.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Here are five facts about Social Security that are important to keep in mind.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are a few things to consider when buying or leasing your next vehicle.
There are three things to consider before dipping into retirement savings to pay for college.
For women, retirement strategy is a long race. It’s helpful to know the route.
It’s never a bad time to speak with your financial professional about changes in your situation.