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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Tips on insuring your teen driver.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Welcome to your 60s – the time in your life when retirement is less a far-off dream and more an immediate reality.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn how to harness the power of compound interest for your investments.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Do you have causes that you want to support with donations?
An amusing and whimsical look at behavioral finance best practices for investors.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.