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.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here’s a guide to explain all the parts of Medicare.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn how to harness the power of compound interest for your investments.
Women must be ready to spend, on average, more years in retirement than men.
There are three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
All about how missing the best market days (or the worst!) might affect your portfolio.