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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Infographic: Whole Life Insurance Can Be an Essential Piece
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
How long does a $20 bill last?
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
How to lower your risk of chronic illness
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
Do you know these three personal finance sayings?
A special needs trust helps care for a special needs child when you’re gone.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Here’s a quick guide to checking to see if you have unclaimed money.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Here’s a crash course on saving for college.