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.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Calculating your potential Social Security benefit is a three-step process.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years. Are you prepared to fill that many days?