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.
Helpful Content
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Income Taxes Work
A quick look at how federal income taxes work.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
View all articles 
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Retirement Redefined
Around the country, attitudes about retirement are shifting.