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.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
For many, retirement includes contributing their time and talents to an organization in need.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Even low inflation rates can pose a threat to investment returns.
What is your plan for health care during retirement?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?