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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The Best Apps in Travel
Technology tips to make your next trip even better.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Military families face unique challenges, making personal finance even more critical.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
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.
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.
Making the most of surprises is a great reason to work with us.
Here’s a crash course on saving for college.
$1 million in a diversified portfolio could help finance part of your retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.