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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
At what point can you call a personal vehicle commercial?
The tax rules that govern donating art are complex and confusing. Take a closer look.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
Why are 401(k) plans, annuities, and IRAs so popular?
There’s been a lot of talk about Tax Reform. What might it look like?
Taking your Social Security benefits at the right time may help maximize your benefit.
There are a few things to consider when buying or leasing your next vehicle.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.