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.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Learn about the latest sport to sweep the nation with this informative article.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Bonds may outperform stocks one year only to have stocks rebound the next.
Learn about the risks of not having health insurance in this informative article.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Taking your Social Security benefits at the right time may help maximize your benefit.
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How will you weather the ups and downs of the business cycle?