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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Here are five facts about Social Security that are important to keep in mind.
Here are some simple and inexpensive energy-saving tips that may help you save money.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Knowing the rules may help you decide when to start benefits.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
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
The decision whether to buy or rent a home may have long-term implications.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Even low inflation rates can pose a threat to investment returns.
Women must be ready to spend, on average, more years in retirement than men.
In the world of finance, the effects of the "confidence gap" can be especially apparent.