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.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Learn about the average American budget in this fun and interactive piece.
Tips to avoid checking in luggage on your next vacation.
Learn when it may not make sense to file a claim on your home insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.
Savvy investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?
Have you found yourself suddenly single? Here are 3 steps to take right now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.