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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The uncertainties we face in retirement can erode our sense of confidence.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Tax preparation may be the perfect time to give the household budget a check-up.
Marriage changes everything, including your insurance needs.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know these three personal finance sayings?
The market is as unpredictable as the weather. We’d love to help you prepare.
Are you ready for retirement? Here are five words you should consider.
All about how missing the best market days (or the worst!) might affect your portfolio.