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 12 Steps to Living Confidently: Retire With Confidence
There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The true cost of raising a child may be far more than you expect.
Five strategies for managing your student debt.
What can be learned from the savings rate?
Get ready. We’re about to get deep. Have you ever thought about what means, means?
Flex your financial superpowers.
Good employee health can be great for the company’s bottom line.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
That big list of dreams and goals isn't the only way to look at your bucket list.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.