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 prepare for 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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
At what point can you call a personal vehicle commercial?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
There are benefits and limitations when you decide to donate stock.
Five strategies for managing your student debt.
How to help determine life insurance needs to provide for your family after you pass away.
Key questions to answer when you are considering retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What does your home really cost?
Do you know how to set up your financial goals for success? This knight does.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Have you explored all your options when it comes to managing your taxable income?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?