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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Life insurance proceeds are generally tax-free. But not in all cases.
One way to find money is to examine your current spending habits and eliminate money wasters.
There are things about Social Security that might surprise you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a quick guide to checking to see if you have unclaimed money.