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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Five strategies for managing your student debt.
There are four very good reasons to start investing. Do you know what they are?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Understanding how a stock works is key to understanding your investments.
Even if you’re young and single, you should still consider protecting yourself.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a few things to consider when buying or leasing your next vehicle.
Here’s a quick guide to checking to see if you have unclaimed money.
Here is a quick history of the Federal Reserve and an overview of what it does.
A bucket plan can help you be better prepared for a comfortable retirement.
Women must be ready to spend, on average, more years in retirement than men.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate