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.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Purchasing homeowners insurance is critical for protecting your home.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Here’s a crash course on saving for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.
Around the country, attitudes about retirement are shifting.