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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Purchasing homeowners insurance is critical for protecting your home.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The market is as unpredictable as the weather. We’d love to help you prepare.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
It’s never a bad time to speak with your financial advisor about changes in your situation.
It's easy to let investments accumulate like old receipts in a junk drawer.