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 my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
There are four very good reasons to start investing. Do you know what they are?
The true cost of raising a child may be far more than you expect.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Apps that help small business owners better manage and grow their business.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial professional about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here’s a crash course on saving for college.
Savvy investors take the time to separate emotion from fact.