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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
One way to find money is to examine your current spending habits and eliminate money wasters.
This short, informative article teaches the basics of the FIRE movement.
Three important factors when it comes to your financial life.
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
There are three things to consider before dipping into retirement savings to pay for college.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.