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
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
6 Tips to Manage Market Stress
Things you and clients can do to manage market stress
5 Tips for Smarter Decisions in Turbulent Times
Take the long view - 5 tips for staying on track even during volatile times
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
5 Tips for Smarter Decisions in Turbulent Times
Take the long view - 5 tips for staying on track even during volatile times
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.