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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
How long does a $20 bill last?
Here are 4 great, and sometimes unexpected, places to raise a family.
There are things about Social Security that might surprise you.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn about the rise of Impact Investing and how it may benefit you.
How literate are you when it comes to your finances? Brush up with these five basics.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Check out this video to begin separating fact from fiction.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When you retire, how will you treat your next chapter?
What is your plan for health care during retirement?
In the world of finance, the effects of the "confidence gap" can be especially apparent.