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.
Helpful Content
Surprises
Making the most of surprises is a great reason to work with us.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Emerging Market Opportunities
What are your options for investing in emerging markets?