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.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Do you have an estate strategy? You should.
What can be learned from the savings rate?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here are five facts about Social Security that might surprise you.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.