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 financial 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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Tax preparation may be the perfect time to give the household budget a check-up.
What kind of auto insurance should you have? Do you know?
For many, retirement includes contributing their time and talents to an organization in need.
Here are 5 reason why you may consider working through retirement.
Get ready to enjoy America’s national park system with this helpful article.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
When do you need a will? The answer is easy: Right Now.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
Doing your research is key before buying a vacation home.
There are three things to consider before dipping into retirement savings to pay for college.