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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.
Healthy habits are one of the greatest gifts to give your child.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Learn about the latest sport to sweep the nation with this informative article.
Do your insurance needs stay the same when the nest empties?
Six overlooked tax deductions to help manage your tax bill.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.