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
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Spend Mindfully by Adopting a Saver’s Mentality
As we have all been forced to change our behaviors and depart from our “normal” routines, it is no wonder that our spending behaviors have changed too.
6 Tips From Tech Start-ups for Your Non-tech Business
Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...
Business Boosters: Holding on to Talent
No matter what business you’re in, once you start hiring employees, you get into the people business.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Financial Hacks for Millennials: Values-Based Investing
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
How Solid is Your Offensive Line?
As quarterback of your life, here’s a fun way to think about protecting your financial future.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Why, What and How of Life Insurance
The Why, What and How of Life Insurance
When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?