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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Important items to consider when purchasing condo insurance.
Understanding the economy's cycles can help put current business conditions in better perspective.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This worksheet can help you estimate the costs of a four-year college program.
There are common mistakes you can avoid when saving for retirement.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn how to harness the power of compound interest for your investments.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here is a quick history of the Federal Reserve and an overview of what it does.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?