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.
Saving for College 101
Here’s a crash course on saving for college.
7 Ways to Show Your Appreciation for Mom this May
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Learn all about Medicare basics in this informative and insightful article.
What's the Secret Behind a Great Golf Game and Personal Finances? What do golf and personal finances have in common? A lot of things, but the key is confidence. And how do you become confident, exactly? Well, it starts with the basics and builds from there, so you can navigate tricky conditions and overcome unexpected hazards, whether on the green or in life.
This early financial decision could prove helpful over time.
Reasons to retain your coverage into your retirement years.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
What does your home really cost?
Preparing for the unexpected can make all the difference if your family relies on your income.
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.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
An amusing and whimsical look at behavioral finance best practices for investors.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”