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.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Calculating your potential Social Security benefit is a three-step process.
Learn about the average American budget in this fun and interactive piece.
Keys to preparing to grow wealthy together.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
What if instead of buying that vacation home, you invested the money?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Here is a quick history of the Federal Reserve and an overview of what it does.
The market is as unpredictable as the weather. We'd love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.