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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Taking regular, periodic withdrawals during retirement can be quite problematic.
There are common mistakes you can avoid when saving for retirement.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What is your plan for health care during retirement?
Here is a quick history of the Federal Reserve and an overview of what it does.