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.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
It's important to make sure your retirement strategy anticipates health-care expenses.
Building wealth requires protection from the forces of wealth destruction.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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 importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
A bucket plan can help you be better prepared for a comfortable retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know these three personal finance sayings?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
When markets shift, experienced investors stick to their strategy.