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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Ascertaining the value of your business is important for a variety of reasons.
Lifestyle considerations in creating your retirement portfolio.
How long does a $20 bill last?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Military families face unique challenges, making personal finance even more critical.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How do the markets usually react to elections? Was the 2016 election any different?
If you died, what would happen to your email archives, social profiles and online accounts?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.