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.
6 Steps to Rewire the Mind-Money Connection
Every new year brings promise, but sometimes this annual ritual can feel more like Groundhog Day. You start the year determined to keep your resolutions, but before too long, you default back to bad habits.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
How Women Make it Happen
Women in financial services are some of the most progressive women in the world.
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
Approximately 20% of U.S. adults have a disability, according to the CDC.
Military families face unique challenges, making personal finance even more critical.
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a
Tips on home-buying for Millennials.
Marriage changes everything, including your insurance needs.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn how to harness the power of compound interest for your investments.
For women, retirement strategy is a long race. It’s helpful to know the route.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It's easy to let investments accumulate like old receipts in a junk drawer.