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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Can you keep up with your children’s mobile slang?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Term insurance is the simplest form of life insurance. Here's how it works.
Probate can be a completely public process, or it can be managed to include as little information as possible.
At what point can you call a personal vehicle commercial?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
What does your home really cost?
Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.