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.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
A four-step framework for building a personal legacy.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
It may help your business be better prepared in the event of the death of a principal or key employee.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Do you have an estate strategy? You should.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
When markets shift, experienced investors stick to their strategy.
Learn about what risk tolerance really means in this helpful and insightful video.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When you retire, how will you treat your next chapter?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.