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.
I invite you to click below for a free Portfolio Risk Analysis. It only takes a minute and will give you a quick look into how much risk you are truely comfortable with.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
For some, the social impact of investing is just as important as the return, perhaps more important.
It's important to make sure your retirement strategy anticipates health-care expenses.
Tips to avoid checking in luggage on your next vacation.
Learn about the risks of not having health insurance in this informative article.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
The market is as unpredictable as the weather. We'd love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.