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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
U.S. Personal Savings Rate
What can be learned from the savings rate?
It's important to make sure your retirement strategy anticipates health-care expenses.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are hundreds of ETFs available. Should you invest in them?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
With alternative investments, it’s critical to sort through the complexity.