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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
It's important to understand the pros and cons when considering a prepaid debit card.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Earnings season can move markets. What is it and why is it important?
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Women must be ready to spend, on average, more years in retirement than men.
There are three things to consider before dipping into retirement savings to pay for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
Are you ready for retirement? Here are five words you should consider.
Estate conservation is too important to put off. Do you have a smart exit strategy?