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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Apps that help small business owners better manage and grow their business.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Probate can be a completely public process, or it can be managed to include as little information as possible.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are three things to consider before dipping into retirement savings to pay for college.
$1 million in a diversified portfolio could help finance part of your retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
How will you weather the ups and downs of the business cycle?