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
Infographic: 2019 Taxes by the Numbers
Here are the official tax numbers for 2019.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Don’t Get Trapped by These Retirement Myths
Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.
Financial Hacks for Millennials: From Side Hustle to Savings
As of mid-2019, 45 percent of Americans have a side hustle, and that figure is only continuing to grow. In any economy, side gigs can be a great way to earn extra cash or explore new interests.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
The 12 Steps to Living Confidently: Smart Debt Decisions
Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.
Retirement Victory Lap
A confident retirement begins with a plan.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.