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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Retirement Road Trip
Discover how to build a retirement plan that guarantees income no matter how long you live.
Living with confidence means living within your means. managers.
It's important to understand the pros and cons when considering a prepaid debit card.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The tax rules that govern donating art are complex and confusing. Take a closer look.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Taking your Social Security benefits at the right time may help maximize your benefit.
Disability happens to more people, more often than you may think, and it lasts longer, too.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.