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. Thank you for visiting.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Your credit score may influence how much you pay for auto and home insurance.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Ascertaining the value of your business is important for a variety of reasons.
Understanding how capital gains are taxed may help you refine your investment strategies.
A quick look at how federal income taxes work.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a few things to consider when buying or leasing your next vehicle.
Are you ready for retirement? Here are five words you should consider.
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A bucket plan can help you be better prepared for a comfortable retirement.
The average retirement lasts for 18 years. Are you prepared to fill that many days?