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 our website, send me a note regarding any questions you may have about any particular investment concepts or products. I willl get back to you quickly with a thoughtful answer.
Helpful Content
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
College Funding Ideas
The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Thanks Mom
It turns out Mom really did know best when she laid down essential truths to live by.
The Big Little Things: 5 Easy Ways to Protect Your Money
Put measures in place to help you replace a portion of your income if the unexpected happens.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Saving for College 101
Here’s a crash course on saving for college.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.