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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Understanding how capital gains are taxed may help you refine your investment strategies.
Explore the growing influence women wield over the economy with this handy infographic.
The true cost of raising a child may be far more than you expect.
Good employee health can be great for the company’s bottom line.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
That big list of dreams and goals isn't the only way to look at your bucket list.
What does your home really cost?
When markets shift, experienced investors stick to their strategy.
Making the most of surprises is a great reason to work with us.
How will you weather the ups and downs of the business cycle?