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—looking to protect your 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. We will ask the questions that uncover your concerns(some of which you may have never thought about) and help you identify what is most important for you. 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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
You’ve made investments your whole life. Work with us to help make the most of them.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a few things to consider when buying or leasing your next vehicle.
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How does your ideal retirement differ from reality, and what can we do to better align the two?
What are your options for investing in emerging markets?