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.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
At what point can you call a personal vehicle commercial?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The uncertainties we face in retirement can erode our sense of confidence.
It's important to understand how inflation is reported and how it can affect investments.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Making the most of surprises is a great reason to work with us.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are three things to consider before dipping into retirement savings to pay for college.
The average retirement lasts for 18 years. Are you prepared to fill that many days?