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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.
Making the most of surprises is a great reason to work with us.