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.
Helpful Content
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.