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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How long does a $20 bill last?
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Try these activities to keep your brain sharp.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When markets shift, experienced investors stick to their strategy.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Understanding the cycle of investing may help you avoid easy pitfalls.