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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How Medicare can address health care needs in your retirement strategy.
Five strategies for managing your student debt.
Financial behaviors you learned from dad may be influencing your own confidence in managing money.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
As quarterback of your life, here’s a fun way to think about protecting your financial future.
Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn about what risk tolerance really means in this helpful and insightful video.
An amusing and whimsical look at behavioral finance best practices for investors.
What does your home really cost?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Around the country, attitudes about retirement are shifting.