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 House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
What’s the deal with your yearly free credit report?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Here’s a guide to explain all the parts of Medicare.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Making the most of surprises is a great reason to work with us.
Here is a quick history of the Federal Reserve and an overview of what it does.
When do you need a will? The answer is easy: Right Now.
Learn how to harness the power of compound interest for your investments.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In life it often happens that the answers to our most pressing questions are right in our own backyards.