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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

3 Ways Charitable Giving Can Benefit Your Business

3 Ways Charitable Giving Can Benefit Your Business

More and more companies are choosing to donate to charities through volunteering their time, resources, or both.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

How Helping Charities Helps You

How Helping Charities Helps You

Donation is on people’s minds around tax season.

 

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

What Does That Mean? IDK

Financial acronyms you should know.

Financial Hacks for Millennials: Starting a Business

The major challenge “millenipreneurs" face is cash flow issues. Here are tips that can help position themselves for success.

Financial Fixes: How to Survive Job Loss

In the first few years after college, graduates tend to expect job turbulence.

Business Owner’s Guide to the New Normal

What’s your most pressing priority right now? This interactive guide will walk you through the process of assessing your business priorities and provide actionable insights to bring them to fruition. You can also take the self-assessment to help you get started on planning your next steps.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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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.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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