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.
Financial Hacks for Millennials: Going Back to School
As we continue to readjust our lives to a global pandemic, you may be wondering if now is the time to use that time to go back to school to pursue a higher degree, or if you can build new skills in other ways.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
3 Ways Charitable Giving Can Benefit Your Business
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
Are your employees experiencing financial stress? To answer this question, companies are increasingly offering financial wellness training to employees.
During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.
Explore the growing influence women wield over the economy with this handy infographic.
The gig economy has been on the rise for years, for better or for worse. Of the 10 million jobs created in the US between 2005 and 2015, a staggering 94 percent were in the category of “alternative work,” meaning gig work or other temporary employment.
Get ready. We’re about to get deep. Have you ever thought about what means, means? Yes, you can think about it for a moment…
The teenage years are no easy feat no matter what. They are dealing with hormones, body changes, a demanding social scene, grades, and the impending pressure of leaving the nest. In our current world, teens are also facing....
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Even low inflation rates can pose a threat to investment returns.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Have you explored all your options when it comes to managing your taxable income?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”