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.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Don’t overlook the need for renter’s insurance if you rent your home.
The uncertainties we face in retirement can erode our sense of confidence.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Try these activities to keep your brain sharp.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations? Here are three tips.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Making the most of surprises is a great reason to work with us.
A special needs trust helps care for a special needs child when you’re gone.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.