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 Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How Income Taxes Work
A quick look at how federal income taxes work.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A four-step framework for building a personal legacy.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
It's important to make sure your retirement strategy anticipates health-care expenses.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.
Are you ready for retirement? Here are five words you should consider.
The market is as unpredictable as the weather. We’d love to help you prepare.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.