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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
A collection of tips from professional travelers.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
There’s a link between debt and stress.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.
$1 million in a diversified portfolio could help finance part of your retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
All about how missing the best market days (or the worst!) might affect your portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.