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 to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
For some, the social impact of investing is just as important as the return, perhaps more important.
For many, retirement includes contributing their time and talents to an organization in need.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Can you keep up with your children’s mobile slang?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Are you ready for retirement? Here are five words you should consider.
Here’s a quick guide to checking to see if you have unclaimed money.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
With alternative investments, it’s critical to sort through the complexity.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here is a quick history of the Federal Reserve and an overview of what it does.