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.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Term insurance is the simplest form of life insurance. Here's how it works.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The item most homeowners forget on their home improvement project checklist is insurance.
Understanding the value of a home warranty.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
How do the markets usually react to elections? Was the 2016 election any different?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
Are you ready for retirement? Here are five words you should consider.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.