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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Beware of these traps that could upend your retirement.
An increasing number have been developed to help individuals with their personal finances.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Is your estate in order? This short quiz may help you assess your overall strategy.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
What does your home really cost?
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
That big list of dreams and goals isn't the only way to look at your bucket list.