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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Gaining a better understanding of municipal bonds makes more sense than ever.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This checklist can give you a quick snapshot of how prepared you are.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a few things to consider when buying or leasing your next vehicle.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are hundreds of ETFs available. Should you invest in them?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are five facts about Social Security that might surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.