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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Six overlooked tax deductions to help manage your tax bill.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
There are a few things to consider when buying or leasing your next vehicle.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The market is as unpredictable as the weather. We’d love to help you prepare.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a crash course on saving for college.