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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
You’ve made investments your whole life. Work with us to help make the most of them.
Second marriages are a trigger event to revisit any existing estate strategies.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A change in your mindset during retirement may drive changes to your portfolio.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
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
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.
A presentation about managing money: using it, saving it, and even getting credit.
Even low inflation rates can pose a threat to investment returns.
All about how missing the best market days (or the worst!) might affect your portfolio.
What if instead of buying that vacation home, you invested the money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When do you need a will? The answer is easy: Right Now.
It's easy to let investments accumulate like old receipts in a junk drawer.