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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Millennials and Savings
How much could you save now and in the long-term?
Learn about a financial asset that can help you build a stronger financial future.
Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Simple steps may help you foil hackers and protect your privacy.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?
When should you take your Social Security benefit?
$1 million in a diversified portfolio could help finance part of your retirement.
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.