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
Keeping Your Business Strong
Think about your investment in your business. It’s not simply a business, it’s your life’s work.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.