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.
You’ve made investments your whole life. Work with us to help make the most of them.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Beware of these traps that could upend your retirement.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Five phases to changing unhealthy behaviors.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Here is a quick history of the Federal Reserve and an overview of what it does.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It's easy to let investments accumulate like old receipts in a junk drawer.