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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Life insurance proceeds are generally tax-free. But not in all cases.
It may help your business be better prepared in the event of the death of a principal or key employee.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Learn about the risks of not having health insurance in this informative article.
Military families face unique challenges, making personal finance even more critical.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
A couple become Retirement Plan Detectives, searching records from old employers.
The market is as unpredictable as the weather. We'd love to help you prepare.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.