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.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Marriage changes everything, including your insurance needs.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Military families face unique challenges, making personal finance even more critical.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.