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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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.
Bonds may outperform stocks one year only to have stocks rebound the next.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
One way to find money is to examine your current spending habits and eliminate money wasters.
When considering life insurance, it's important to understand your options.
This article may help you maximize the benefits of your donation for your chosen charity.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
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
There are three things to consider before dipping into retirement savings to pay for college.
For women, retirement strategy is a long race. It’s helpful to know the route.
Around the country, attitudes about retirement are shifting.
A special needs trust helps care for a special needs child when you’re gone.
There are hundreds of ETFs available. Should you invest in them?
Would you guess that Millennials are effectively saving for retirement? Well, they are.