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 Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Five strategies for managing your student debt.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Simple steps may help you foil hackers and protect your privacy.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are three things to consider before dipping into retirement savings to pay for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how to set up your financial goals for success? This knight does.
Making the most of surprises is a great reason to work with us.
Here’s a quick guide to checking to see if you have unclaimed money.
Check out this video to begin separating fact from fiction.