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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
An increasing number have been developed to help individuals with their personal finances.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a crash course on saving for college.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about cyber liability insurance in this entertaining video.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
How does your ideal retirement differ from reality, and what can we do to better align the two?