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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A change in your mindset during retirement may drive changes to your portfolio.
What kind of auto insurance should you have? Do you know?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Here are five facts about Social Security that might surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here’s a crash course on saving for college.
Women must be ready to spend, on average, more years in retirement than men.
The decision whether to buy or rent a home may have long-term implications.